Garo L. Partoyan

POTOMAC WEALTH STRATEGIES

Alexandria, VA

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CRD#: 4490898

Professional summary

Garo Linck Partoyan, who also goes by Gary Partoyan, is a registered financial advisor currently at POTOMAC WEALTH STRATEGIES, LLC located in Alexandria, Virginia.

Garo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Garo has worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Partoyan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garo Linck Partoyan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2009 - Present

POTOMAC WEALTH STRATEGIES, LLC

RIA

CRD#: 151565

Alexandria, VA

Past

January 1, 2008 - December 21, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

January 1, 2008 - December 21, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

Past

December 7, 2005 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

WASHINGTON, DC

Past

October 12, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

WASHINGTON, DC

Past

June 27, 2002 - August 29, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

VIENNA, VA

Past

February 12, 2002 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(12/8/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 9/10/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/11/2002

General Securities Representative Examination

Current Firm

POTOMAC WEALTH STRATEGIES, LLC

CRD#: 151565 / SEC#:

District of Columbia

Registered Investment Advisory firm - (9/25/2025 Terminated)

Virginia

Registered Investment Advisory firm - (12/8/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Alexandria, VA

Mailing Address

P. O. Box 7286, Alexandria, VA 22307

Phone number

(703) 746-8195

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 35,761,691

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Garo L. Partoyan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garo Linck Partoyan's CRS (Customer Relationship Summary).

Certified licenses

Experience

POTOMAC WEALTH STRATEGIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2002

Series 31

Date: 9/10/2002

Series 7

Date: 2/11/2002

Current Firm

POTOMAC WEALTH STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POTOMAC WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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