Ravneet Singh Chadha
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
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Paralel Distributors LLCOct 2025 to now
- PotomacMay 2025 to now
- Potomac Fund Management, Inc.Apr 2025 to now
- Columbia Montessori SchoolAug 2023 to Apr 2025
- Empower RetirementAug 2022 to Oct 2023
- Bank of America, N.A.May 2022 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jul 2022
- T Rowe PriceMar 2021 to Nov 2021
- UnemployedOct 2019 to Feb 2021
- Bank of America, N.A.Apr 2018 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 to Sep 2019
- UnemployedDec 2017 to Jan 2018
- Crested Butte Mountain Resort (woodstone Grill)Nov 2016 to Apr 2017
- Techsea International Inc.Jun 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
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.
- 6918357
- 105413