Financial ADVSR advisor directory · SEC adviser records
Passive Capital Management, LLC financial advisors in Baltimore, MD
Every SEC-registered investment adviser representative at a Passive Capital Management, LLC office in Baltimore, A to Z.
The short answer
5 registered advisors work at Passive Capital Management, LLC in Baltimore, out of 9 at the firm nationwide; it ranks number 27 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Passive Capital Management, LLC advisors in Baltimore, A to Z
Every Passive Capital Management, LLC advisor →- Isaiah R. Byrd-BraxtonInvestment adviser rep
- Jonathan E. FarberInvestment adviser rep
- Jeffrey C. Fountain Jr.Certified Financial Planner
- Daniel Z. StrineInvestment adviser rep
- David A. TrossmanCertified Financial Planner, Chartered Financial Analyst
Passive Capital Management, LLC advisors in every city and state →Passive Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Passive Capital Management, LLC advisors in other cities
Other firms in Baltimore
All Baltimore advisors →Morgan Stanley 126T. Rowe Price Associates, Inc. 74Merrill Lynch, Pierce, Fenner & Smith Incorporated 45LPL Financial LLC 33UBS Financial Services Inc. 30J.P. Morgan Securities LLC 26RBC Capital Markets, LLC 24T. Rowe Price Advisory Services, Inc. 23Brown Advisory 15Cetera Investment Advisers LLC 11Chapin, Davis 11Lombard Advisers Incorporated 11
Questions
How many financial advisors does Passive Capital Management, LLC have in Baltimore?
5 investment adviser representatives are registered at Passive Capital Management, LLC offices in Baltimore, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Passive Capital Management, LLC one of the largest advisor employers in Baltimore?
Passive Capital Management, LLC ranks number 27 in Baltimore by registered advisors; Morgan Stanley has the most, with 126.
How do I check a Passive Capital Management, LLC advisor in Baltimore?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.