Steven Erwin Flewelling
Investment adviser representative at Potomac
14 yearsExperience
2 statesRegistered in
$3.3BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Paralel Distributors LLCJun 2026 to now
- PotomacApr 2026 to now
- Potomac Fund Management, Inc.Mar 2026 to now
- Cumberland AdvisorsSep 2025 to Mar 2026
- UnemployedJun 2025 to Aug 2025
- Advisors Asset Management, IncMar 2019 to May 2025
- Bank of America, N.A.May 2018 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Mar 2019
- Neuberger Berman LLCFeb 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, WA).
Potomac
Legal name: Potomac Fund Management Inc
$3.3BAssets managed
1,261Clients
25Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2278947
- Firm CRD
- 105413