Robert Petrosyan
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Paralel Distributors LLCOct 2025 to now
- PotomacAug 2025 to now
- Potomac Fund Management, Inc.Jul 2025 to now
- Pacific Oak Capital MarketsDec 2021 to Jun 2025
- Northern Lights Distributors, LLCApr 2020 to Oct 2021
- Sierra Investment ManagementJan 2020 to Oct 2021
- Wright Fund Management, LLCJan 2020 to Oct 2021
- Ohio National Financial ServicesJan 2019 to Jan 2020
- Edward JonesMay 2018 to Nov 2018
- AXA Advisors, LLCSep 2017 to Mar 2018
- Capital CampaignsMay 2015 to Jul 2017
- Uc IrvineSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Potomac
Legal name: Potomac Fund Management Inc
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6840573
- 105413