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Melaney Michelle Fingles

Passive Capital Management, LLC

Baltimore, MD

CRD 7621320

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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:

Current Employers
Passive Capital Management, Llc

Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-04-02
  • MD RA
    APPROVED
    Since 2024-04-02

Branch Locations

2650 Quarry Lake Drive Suite 100, Baltimore, MD 21209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Towson University Towson MD 09/2014 12/2017
Mackenzie Management Lighthouse Point Marina Canton MD 03/2018 11/2018
The Bryn Mawr School Baltimore MD 12/2018 10/2019
Brick Bodies Baltimore MD 10/2019 02/2021
Berkshire Hathaway Real Estate Towson MD 02/2021 08/2021
Harbor Investment Advisory Llc Lutherville MD 06/2022 03/2024
The Mine Towson MD 08/2021 Present
Passive Capital Management Llc Baltimore MD 04/2024 Present
  • 09/2014 → 12/2017
    Towson University
    Towson, MD
  • 03/2018 → 11/2018
    Mackenzie Management Lighthouse Point Marina
    Canton, MD
  • 12/2018 → 10/2019
    The Bryn Mawr School
    Baltimore, MD
  • 10/2019 → 02/2021
    Brick Bodies
    Baltimore, MD
  • 02/2021 → 08/2021
    Berkshire Hathaway Real Estate
    Towson, MD
  • 06/2022 → 03/2024
    Lutherville, MD
  • 08/2021 → Present
    The Mine
    Towson, MD
  • 04/2024 → Present
    Baltimore, MD
Previous Registrations
Other Businesses

Business name: The Mine, Investment related: No, Address: Towson, MD, Nature of business: Fitness, Position: Instructor, Title: Instructor, Start date: 2/2022, Approximate hours per month: 4, Hours during trading hours: 0, Duties: Teach fitness classes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2023-11-13
Designations
  • Certified Financial Planner
Other Names
  • Melaney Nicholls
  • Melaney Michelle Nicholls

View on SEC IAPD

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