Elaine Marie Potash

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2012-07-23

CT RA
APPROVED

Since 2012-07-23

Branch Locations

31 Brookside Drive, Greenwich, CT 06830 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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

Organization	City	State	From	To
Lpl Financial	Greenwich	CT	07/2012	Present
Private Advisor Group, Llc	Morristown	NJ	07/2012	Present

07/2012 → Present

Lpl Financial

Greenwich, CT
07/2012 → Present

Private Advisor Group, Llc

Morristown, NJ

Previous Registrations

2006-11-02 → 2012-07-23

Founders Financial Securities Llc

Greenwich, CT

Towson, MD

Greenwich, CT
2003-09-03 → 2006-11-09

Transamerica Financial Advisors, Llc

Greenwich, CT
1998-07-13 → 2003-07-02

Equitable Advisors, Llc

Greenwich, CT

Other Businesses

1. 07/25/2012: DBA ONLY / POTASH FINANCIAL / GREENWICH, CT. 2. 9/25/2012: REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - (HYBRID) ADVISOR SERVICE PROVIDED BY RIA. - TIME SPENT 100% - GREENWICH, CT 3. 04/12/2016 * Private Advisor Group * Registered Investment Advisor DBA * (Hybrid) Potash Financial * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 07/19/2012 * I provide the following advisory services; Financial planning services, Portfolio Management for individuals and/or small business, Selection of other advisers including private fund managers, I am compensated for my advisory services by a percentage of assets under my management, hourly charges and fixed fees. Not all IARs associated with my RIA are also securities-registered with LPL Financial. This RIA is also a DBA of my LPL business. * 140 HRS/MO; 70 HRS/MO DURING SECS TRDG HRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-06-25
S63	Uniform Securities Agent State Law Examination	1990-11-09

S65 Uniform Investment Adviser Law Examination

1992-06-25
S63 Uniform Securities Agent State Law Examination

1990-11-09

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Elaine Marie Schact
Elaine Marie Schimmenti
Elaine M Potash

View on SEC IAPD