Gregory Levesque
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
Gregory Levesque is a financial advisor at Potomac with Series 63 and Series 65 licenses. He joined Potomac in 2025 and has prior experience in education, having worked at Georgetown University and at secondary schools. Potomac provides discretionary portfolio management and model-portfolio services to a diverse client base, including individual investors, pensions, trusts, corporations, and investment advisers. The firm employs a tactical asset allocation approach using affiliated mutual funds and a proprietary risk-scoring tool called Guardrails to tailor strategies to client needs.
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
Gregory L has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Potomac Fund Management, Inc.
2025 - Present (1 year)
Georgetown University
2021 - 2025 (4 years)
Westlake High School
2017 - 2021 (4 years)
Los Cerritos Middle School
2014 - 2017 (3 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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Garo P
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Alexandria, VA
Potomac Wealth Strategies, LLC
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McQuade, Kathleen Mary
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