Massimo Conti
Investment adviser representative at Potomac
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Paralel Distributors LLCJul 2026 to now
- PotomacJun 2026 to now
- Potomac Fund Management, Inc.Jun 2026 to now
- Heritage Financial ConsultantsSep 2025 to May 2026
- AldiNov 2023 to Mar 2024
- Gladiators Pizza and DeliMay 2022 to Aug 2022
- Towson UniversityAug 2021 to May 2026
- Walnut Springs NurseryApr 2020 to May 2021
- High / Middle SchoolAug 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8168118
- Firm CRD
- 105413