Ravneet Chadha
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.
About
Ravneet Chadha is a financial advisor at Potomac with four years of industry experience and holds a Series 66 designation. Prior to joining Potomac, Chadha worked at several firms including Merrill Lynch, Bank of America, and Empower Retirement. Outside of advisory roles, Chadha has experience in education through work at Columbia Montessori School. Potomac provides discretionary portfolio management and model-portfolio services to individual investors, pensions, trusts, corporations, and other advisers. The firm employs a tactical asset allocation process using affiliated mutual funds and a proprietary risk-scoring tool called Guardrails to tailor strategy blends for clients.
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
Ravneet C has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Paralel Distributors LLC
2025 - Present (1 year)
Potomac Fund Management, Inc.
2025 - Present (1 year)
Columbia Montessori School
2023 - 2025 (2 years)
Empower Retirement
2022 - 2023 (1 year)
Bank Of America, N.a.
2022 - 2022 (1 year)
Merrill
2021 - 2022 (1 year)
T Rowe Price
2021 - 2021 (1 year)
Unemployed
2019 - 2021 (2 years)
Bank Of America, N.a.
2018 - 2019 (1 year)
Merrill
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
Crested Butte Mountain Resort (Woodstone Grill)
2016 - 2017 (1 year)
Techsea International Inc.
2015 - 2017 (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.
Kevin L
CFP®, Series 65
Reston, VA
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Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
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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