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MO

Mario A. Oulahan

POTOMAC
Scottsdale, AZ
Some features on this profile are disabled
CRD#: 5899450
MO

Professional summary

Mario A Oulahan, who also goes by Mario Anthony Oulahan, Tony Oulahan, is a registered financial advisor currently at POTOMAC located in Scottsdale, Arizona.

Mario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mario has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mario Anthony Oulahan | Tony Oulahan

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 Mario A Oulahan's CRS (Customer Relationship Summary).
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

June 9, 2025 - Present

POTOMAC

RIA
CRD#: 105413
Scottsdale, AZ
Past

May 8, 2017 - June 29, 2022

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Phoenix, AZ
Past

May 5, 2017 - June 29, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Phoenix, AZ
Past

November 22, 2016 - January 31, 2017

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Cincinnati, OH
Past

January 17, 2013 - May 29, 2015

CALAMOS ADVISORS LLC

RIA
CRD#: 105758
NAPERVILLE, IL
Past

January 17, 2013 - May 29, 2015

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

October 24, 2011 - September 27, 2012

CLEARARC CAPITAL, INC.

RIA
CRD#: 104650
CINCINNATI, OH
Past

April 20, 2011 - September 12, 2012

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

BD
CRD#: 144464
CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PO
POTOMAC
INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA
Registered Investment Advisory firm - (2/4/1988 Approved)

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
Florida
(6/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2011
General Securities Representative Examination

Current Firm

PO
POTOMAC
INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA
Registered Investment Advisory firm - (2/4/1988 Approved)
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Contact information

Main Address
7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814
Mailing Address
Phone number
(301) 901-3466
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

POTOMAC FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts2,573
AUM (Assets Under Management)$ 2,406,097,311

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.

Company Information

POTOMAC

CRD#: 105413Scottsdale, AZ

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