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Camillo Alexander Schmidt

Potomac Investment Management, Inc.

Pittsburgh, PA

CRD 1268095

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Employer firm

Potomac Investment Management, Inc. CRD 119194

$11.4M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Potomac Investment Management, Inc.

Pittsburgh, PA • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-03-15
  • MD RA
    APPROVED
    Since 2022-03-15

Branch Locations

Pittsburgh, PA • 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 Investment Management, Inc. Pittsburgh PA 01/1987 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-28
  • S65 Uniform Investment Adviser Law Examination
    1995-03-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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