Daniel Zanti Strine

Employer firm

Passive Capital Management, LLC CRD 142870

$997M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 12/2016
  Pnc Bank Na
  Baltimore, MD
• 02/2016 → 12/2016
  Pnc Investments
  Pittsburgh, PA
• 12/2016 → 07/2021
  T. Rowe Price
  Owings Mills, MD
• 08/2021 → Present
  Passive Capital Management Llc
  Lutherville, MD

Previous Registrations

• 2017-01-19 → 2021-07-19
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2016-03-04 → 2017-01-18
  Pnc Wealth Management Llc
  Bel Air, MD
• 2013-07-19 → 2014-04-22
  Wells Fargo Clearing Services, Llc
  Columbia, MD
  Westminster, MD
• 2013-02-11 → 2013-05-06
  Bb&T Investment Services, Inc.
  Baltimore, MD
  Hunt Valley, MD
  Charlotte, NC
  Havre De Grace, MD
  Owings Mills, MD
  Pikesville, MD
  Baltimore, MD
  Resiterstown, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-08
• S63 Uniform Securities Agent State Law Examination
  2003-03-27

Other Names

• Daniel Z Strine
• Daniel Z Strine