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VP

Vincent G. Perfetto

POTOMAC
BETHESDA, MD 20814
Some features on this profile are disabled
CRD#: 7901402
VP
Vincent Girard Perfetto JRPOTOMAC

Professional summary

Vincent Girard Perfetto JR, who also goes by VIncent Girard Perfetto, is a registered financial advisor currently at POTOMAC located in Bethesda, Maryland.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Vincent has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Vincent Girard Perfetto

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 Vincent Girard Perfetto JR'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

July 23, 2026 - Present

POTOMAC

Office #1: 7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814
RIA
CRD#: 105413
BETHESDA, MD
Past

July 30, 2024 - July 21, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
LABELLE, FL
Past

May 28, 2024 - July 21, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
LABELLE, FL

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
Maryland
(7/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/18/2024
Securities Industry Essentials 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 (26 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 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#: 105413Bethesda, MD 20814

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