Financial ADVSR advisor directory · SEC adviser records
Potomac financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Potomac office in Bethesda, A to Z.
The short answer
17 registered advisors work at Potomac in Bethesda, out of 20 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.
Potomac advisors in Bethesda, A to Z
Every Potomac advisor →- Aashil AroraInvestment adviser rep
- James A. BellInvestment adviser rep
- Ravneet S. ChadhaAlso a broker rep
- Massimo ContiAlso a broker rep
- Bally I. DiakiteAlso a broker rep
- Caroline FauquierAlso a broker rep
- Steven E. FlewellingAlso a broker rep
- Andrew P. GaebelAlso a broker rep
- Kaitlyn M. HumphriesInvestment adviser rep
- Manish K. KhattaInvestment adviser rep
- Gregory R. LevesqueAlso a broker rep
- Heath PalosChartered Financial Analyst
- Vincent G. Perfetto Jr.Also a broker rep
- Robert PetrosyanAlso a broker rep
- Michael W. RogersAlso a broker rep
- Daniel J. RussoInvestment adviser rep
- Bradley J. WhittakerAlso a broker rep
Potomac advisors in every city and state →Potomac: assets, clients and custodians →Advisor Moves: who changed firms this week →
Potomac advisors in other cities
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 91Morgan Stanley 76Wells Fargo Clearing Services, LLC 53Chevy Chase Trust Company 41UBS Financial Services Inc. 37Ameriprise Financial Services, LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 26Wealthspire Retirement Advisory 25Strategic Advisers LLC 20Xml Financial Group 20Eagle Strategies LLC 17
Questions
How many financial advisors does Potomac have in Bethesda?
17 investment adviser representatives are registered at Potomac offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.
Is Potomac one of the largest advisor employers in Bethesda?
Potomac ranks number 13 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 91.
How do I check a Potomac advisor in Bethesda?
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 Potomac 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.