Robert Petrosyan

POTOMAC

Garden Grove, CA

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CRD#: 6840573

Professional summary

Robert Petrosyan is a registered financial advisor currently at POTOMAC located in Garden Grove, California and PARALEL DISTRIBUTORS located in Denver, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Robert has worked at 9 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Potomac Fund Management, Investment Related, 7373 Wisconsin Avenue, Suite 750, Bethesda, MD 20814, Investment Advisor, External Sales, Start date 07/07/2025, 160 hours per month/160 hours during trading hours, Driving growth of Potomac's funds and strategies by developing, maintaining and deepening relationships with advisors in Southern California, Nevada and Hawaii.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Petrosyan'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

August 21, 2025 - Present

POTOMAC

RIA

CRD#: 6627

IRVINE, CA

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".

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(8/21/2025)

California
(10/24/2025)

Hawaii
(10/24/2025)

Nevada
(10/24/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (28 States and Territories)

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 Accounts	2,573
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.

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Robert Petrosyan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Petrosyan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALEL DISTRIBUTORS

PACIFIC OAK CAPITAL MARKETS, LLC

SIERRA INVESTMENT MANAGEMENT, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

EDWARD JONES

EDWARD JONES

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2025

Series 66

Date: 1/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2017

FINRA

Current Firm

POTOMAC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POTOMAC

TRUST BUT VERIFY

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