Financial ADVSR advisor directory · SEC adviser records
Passive Capital Management, LLC financial advisors in Maryland
Every SEC-registered investment adviser representative at a Passive Capital Management, LLC office in Maryland, by city and A to Z.
The short answer
5 registered advisors work at Passive Capital Management, LLC in Maryland, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Baltimore (5). 2 list the CFP designation and 0 are also registered broker representatives.
Passive Capital Management, LLC advisors by city in Maryland
Every firm in Maryland →Passive Capital Management, LLC advisors in Maryland, A to Z
Search by name →- Isaiah R. Byrd-BraxtonBaltimore
- Jonathan E. FarberBaltimore
- Jeffrey C. Fountain Jr.Baltimore · Certified Financial Planner
- Daniel Z. StrineBaltimore
- David A. TrossmanBaltimore · Certified Financial Planner, Chartered Financial Analyst
Passive Capital Management, LLC advisors in every state →Passive Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Passive Capital Management, LLC in other states
Questions
How many Passive Capital Management, LLC financial advisors are in Maryland?
5 investment adviser representatives are registered at Passive Capital Management, LLC offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does Passive Capital Management, LLC have the most advisors?
Baltimore, with 5. Passive Capital Management, LLC has advisors in 1 city in Maryland.
How do I check a Passive Capital Management, LLC advisor in Maryland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Passive Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.