Zachary Lee Moss
Investment adviser representative at Potomac Investment Company
10 yearsExperience
1 stateRegistered in
$107MFirm assets
Under 1 yearFirm 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Potomac Investment CompanyAug 2026 to now
- Georgetown UniversitySep 2022 to now
- Bank of MontrealJun 2025 to Aug 2025
- Bank of MontrealJun 2024 to Aug 2024
- Hamilton VenturesMay 2023 to Apr 2024
- Potomac Investment CoMay 2020 to Aug 2022
- The York SchoolSep 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
Potomac Investment Company
$107MAssets managed
33Clients
2Advisers
Under 1 yearIn 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
- 8213351
- Firm CRD
- 14553