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Daniel Joseph Russo

Potomac

Manhasset, NY

Bethesda, MD

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Current Employers
Potomac

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-05
NY RA APPROVED 2021-07-23
  • MD RA
    APPROVED
    Since 2026-02-05
  • NY RA
    APPROVED
    Since 2021-07-23

Branch Locations

Manhasset, NY • United States

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Needham & Company New York NY 05/2011 02/2018
Potomac Fund Management, Inc. Bethesda MD 03/2021 Present
Baruch College New York NY 03/2019 Present
Chaikin Analytics Philadelphia PA 03/2018 03/2021
  • 05/2011 → 02/2018
    Needham & Company
    New York, NY
  • 03/2021 → Present
    Potomac Fund Management, Inc.
    Bethesda, MD
  • 03/2019 → Present
    Baruch College
    New York, NY
  • 03/2018 → 03/2021
    Chaikin Analytics
    Philadelphia, PA
Other Businesses

BARUCH COLLEGE; NOT INVESTMENT RELATED; ADJUNCT LECTURER; START DATE 03/2019; NEW YORK, NEW YORK; APPROXIMATELY 10% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-08
S63 Uniform Securities Agent State Law Examination 2008-01-30
  • S65 Uniform Investment Adviser Law Examination
    2021-07-08
  • S63 Uniform Securities Agent State Law Examination
    2008-01-30
Other Names
  • Daniel Russo

View on SEC IAPD

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