Direct booking
Book time directly with this advisor, no back-and-forth required
2 advisors near New York, NY
Based on your filters
Arber J
Series 65
New York, NY
Passive Management LLC
Arber Jashari is a financial advisor at Passive Management LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Advisory Management and TD Bank, as well as nearly a decade of work in the hospitality sector at Angelina's Ristorante. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and it utilizes strategies including options and margin borrowing at clients’ direction.
Darnel B
Series 65
New York, NY
Passive Management LLC
Darnel Bain is a financial advisor at Passive Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Passive Management, he worked at Prospective Professional Services and held roles at Samsung/Mosaic and Sprint. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW clients. The firm utilizes a model-based investment process that incorporates multiple analytical approaches and may employ derivatives and margin borrowing under client direction.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
2 advisors near New York, NY
Based on your filters