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Garo Linck Partoyan

Potomac Wealth Strategies, LLC

Alexandria, VA

CRD 4490898

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Employer firm

Potomac Wealth Strategies, LLC CRD 151565

$45.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Potomac Wealth Strategies, Llc

Alexandria, VA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-01
VA RA APPROVED 2009-12-08
  • LA RA
    APPROVED
    Since 2026-04-01
  • VA RA
    APPROVED
    Since 2009-12-08

Branch Locations

Alexandria, VA • 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
Potomac Wealth Strategies, Llc Alexandria VA 01/2009 Present
Previous Registrations
  • 2008-01-01 → 2009-12-21
    Wells Fargo Clearing Services, Llc
    Washington, DC
    Washington, DC
  • 2005-12-07 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Washington, DC
    Washington, DC
    St. Louis, MO
  • 2002-06-27 → 2005-08-29
    Morgan Stanley Dw Inc.
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-27
  • S66 Uniform Combined State Law Examination
    2002-02-27
Other Names
  • Gary Partoyan

View on SEC IAPD

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