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Financial ADVSR advisor directory · SEC adviser records

Passive Capital Management, LLC financial advisors in Syracuse, NY

Every SEC-registered investment adviser representative at a Passive Capital Management, LLC office in Syracuse, A to Z.

The short answer

3 registered advisors work at Passive Capital Management, LLC in Syracuse, out of 9 at the firm nationwide; it ranks number 26 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Passive Capital Management, LLC advisors in Syracuse, A to Z

Every Passive Capital Management, LLC advisor →

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

Baltimore, MD 5Huntingdon Valley, PA 1

Other firms in Syracuse

All Syracuse advisors →

Equitable Advisors, LLC 63LPL Financial LLC 46Morgan Stanley 35RBC Capital Markets, LLC 31LPL Enterprise, LLC 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Wells Fargo Clearing Services, LLC 22MML Investors Services, LLC 14Commonwealth Financial Network 13Osaic Wealth, Inc. 11Rockbridge Investment Management, LLC 11Lincoln Investment 10

Questions

How many financial advisors does Passive Capital Management, LLC have in Syracuse?

3 investment adviser representatives are registered at Passive Capital Management, LLC offices in Syracuse, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Passive Capital Management, LLC one of the largest advisor employers in Syracuse?

Passive Capital Management, LLC ranks number 26 in Syracuse by registered advisors; Equitable Advisors, LLC has the most, with 63.

How do I check a Passive Capital Management, LLC advisor in Syracuse?

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.