Ravneet S. Chadha

POTOMAC

BETHESDA, MD 20814

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CRD#: 6918357

Professional summary

Ravneet Singh Chadha, who also goes by Ravneet S Chadha, Ravneet Chadha, is a registered financial advisor currently at POTOMAC located in Bethesda, Maryland and PARALEL DISTRIBUTORS located in Denver, Colorado.

Ravneet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Ravneet has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ravneet S Chadha | Ravneet Chadha

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 Ave, Suite 750, Bethesda, MD, 20814, Investment Advisor, Internal Wholesaler, start date 4/28/202hours per month, 160 hours during trading, promote Potomac investment offerings to advisors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ravneet Singh Chadha'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

May 7, 2025 - Present

POTOMAC

Office #1: 7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814

RIA

CRD#: 105413

BETHESDA, MD

Current

October 24, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: 1700 Broadway Suite 1850, Denver, CO 80290

CRD#: 316115

Denver, CO

Past

July 15, 2025 - October 24, 2025

ARBOR COURT CAPITAL, LLC

CRD#: 143839

BROADVIEW HEIGHTS, OH

Past

August 2, 2022 - October 26, 2023

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Baltimore, MD

Past

August 2, 2022 - October 26, 2023

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

April 22, 2022 - July 6, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNT VALLEY, MD

Past

April 22, 2022 - July 6, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUNT VALLEY, MD

Past

May 5, 2021 - December 6, 2021

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

May 4, 2021 - December 6, 2021

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Owings Mills, MD

Past

May 1, 2018 - September 16, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNT VALLEY, MD

Past

April 2, 2018 - September 16, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUNT VALLEY, MD

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

Illinois
(10/24/2025)

Indiana
(10/30/2025)

Iowa
(11/3/2025)

Kansas
(10/29/2025)

Kentucky
(10/24/2025)

IAR

Maryland
(5/7/2025)

Maryland
(10/29/2025)

Michigan
(10/24/2025)

Minnesota
(10/24/2025)

Missouri
(10/24/2025)

Nebraska
(10/24/2025)

North Dakota
(10/30/2025)

Ohio
(10/24/2025)

South Dakota
(10/24/2025)

Wisconsin
(10/28/2025)

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 66

Date: 4/30/2018

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: 4/2/2018

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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Advisor Monitoring

Firm Stability Insights

Ravneet S. Chadha

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ravneet Singh Chadha's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALEL DISTRIBUTORS

ARBOR COURT CAPITAL, LLC

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

T. ROWE PRICE INVESTMENT SERVICES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2018

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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