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RIA / WealthAdvisor23 years in industry

Daniel Zanti Strine

Advisor at PASSIVE CAPITAL MANAGEMENT, LLC

Baltimore, MD

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Search this name across graphsid dfx:ria:7ce23f26-41c1-6364-cc94-ee33d27b2d9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 11, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PASSIVE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 27, 2003
First registration: Feb 11, 2013
Dual registered: no
Other names: DANIEL Z STRINE|DANIEL Z STRINE
IAPD individual key: 3083431

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PASSIVE CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 5, 2024	n/a	yes	Baltimore, MD	Current employment
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jan 19, 2017	Jul 19, 2021	no	OWINGS MILLS, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Mar 4, 2016	Jan 18, 2017	no	Bel Air, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 19, 2013	Apr 22, 2014	no	COLUMBIA, MD\|WESTMINSTER, MD	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Feb 11, 2013	May 6, 2013	no	BALTIMORE, MD\|HUNT VALLEY, MD\|CHARLOTTE, NC\|HAVRE DE GRACE, MD\|OWINGS MILLS, MD\|PIKESVILLE, MD\|BALTIMORE, MD\|RESITERSTOWN, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T. ROWE PRICE ADVISORY SERVICES, INC.	PASSIVE CAPITAL MANAGEMENT, LLC	Jul 19, 2021	Aug 5, 2024	1,113	Firm change after gap	RIA to RIA
PNC WEALTH MANAGEMENT	T. ROWE PRICE ADVISORY SERVICES, INC.	Jan 18, 2017	Jan 19, 2017	1	Firm change	Other
WELLS FARGO ADVISORS	PNC WEALTH MANAGEMENT	Apr 22, 2014	Mar 4, 2016	682	Firm change after gap	Other
BB&T INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	May 6, 2013	Jul 19, 2013	74	Firm change	Other

Relationships

Registered with (5)

→ PASSIVE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 19, 2017 to Jul 19, 2021factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 4, 2016 to Jan 18, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 19, 2013 to Apr 22, 2014factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 11, 2013 to May 6, 2013factForm ADV

Dated events

No dated event names this entity yet.