Bally Diakite
Advisor at Potomac
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Potomac
Location
Bethesda, MD 20814
Credentials
Series 63, Series 65
Industry experience
1 year
About
Bally Diakite is a financial advisor at Potomac with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Potomac Fund Management in 2024, he held roles at several firms including Arbor Court Capital, Paralel Distributors, and T. Rowe Price. He also works as an internal wholesaler, collaborating with advisors to provide customized portfolio solutions. Potomac provides discretionary portfolio management and model-portfolio services to individual investors, pensions, trusts, corporations, and other advisers. The firm employs tactical asset allocation using affiliated tactical mutual funds and a proprietary risk-scoring tool called Guardrails to tailor investment strategies.
Fee options
$0 - $100,000: 0.40% $100,000 - $500,000: 0.32% $500,000 - $1,000,000: 0.28% $1,000,000+: 0.20%
Account minimum: $20,000
Location
7373 Wisconsin Ave., Suite #750
Bethesda, MD 20814
Most active in
Bally D has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Paralel Distributors LLC
2025 - Present (1 year)
Arbor Court Capital, LLC
2025 - 2025 (1 year)
Potomac Fund Management, Inc.
2024 - Present (2 years)
Trinity Wealth Securities, LLC
2024 - 2024 (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2024 - 2024 (1 year)
T. Rowe Price
2022 - 2022 (1 year)
Full Time Student
2020 - 2024 (4 years)
Northfield Highschool
2016 - 2020 (4 years)
McAuliffe International School
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Harry G
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G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Kathleen M
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
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