Best Investors Account Sign in
Inactive

Miles Scott Laubinger

Potomac Wealth Management LLC

Great Falls, VA

CRD 6705513

Claim This Profile
Employer firm

Potomac Wealth Management LLC CRD 150482

$89.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Potomac Wealth Management Llc

737 Walker Rd. Suite 1B, Great Falls, VA 22066 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-15
VA RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2026-01-15
  • VA RA
    APPROVED
    Since 2025-11-04

Branch Locations

737 Walker Rd. Suite 1B, Great Falls, VA 22066 • 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
The Vanguard Group, Inc. Charlotte NC 09/2016 03/2018
Dimensional Fund Advisors Charlotte NC 03/2018 08/2025
Potomac Wealth Management Llc Great Falls VA 09/2025 Present
  • 09/2016 → 03/2018
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2018 → 08/2025
    Dimensional Fund Advisors
    Charlotte, NC
  • 09/2025 → Present
    Potomac Wealth Management Llc
    Great Falls, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-10-19
  • S63 Uniform Securities Agent State Law Examination
    2016-10-19
Designations
  • Chartered Financial Analyst
Other Names
  • Miles Laubinger

View on SEC IAPD

Nearby Firms

TRIO WEALTH MANAGEMENT, LLC
OKEANOS VENTURE MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

MICHELLE PATTERSON HUNDLEY
KEVIN D MCLOUGHLIN
Charlotte Grace Bell

Nearby Offices

TRIO WEALTH MANAGEMENT, LLC · GREAT FALLS, VA
OKEANOS VENTURE MANAGEMENT LLC · GREAT FALLS, VA
WELLS FARGO CLEARING SERVICES, LLC · GREAT FALLS, VA

More in Great Falls, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor