Robert Petrosyan
Investment Adviser Representative at Potomac
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Petrosyan is an investment adviser representative with Potomac in Garden Grove, CA, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 5 firms, including Sierra Investment Management Inc and On Investment Management Co. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
4 states and territories
California, Hawaii, Maryland, Nevada
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital CampaignsMay 2015 – Jul 2017Newport Beach, CA
- UC IrvineSep 2013 – Jun 2017Irvine, CA
- AXA Advisors, LLCSep 2017 – Mar 2018Irvine, CA
- Edward JonesMay 2018 – Nov 2018Irvine, CA
- OHIO National Financial ServicesJan 2019 – Jan 2020Orange, CA
- Wright FUND Management, LLCJan 2020 – Oct 2021Santa Monica, CA
- Northern Lights Distributors, LLCApr 2020 – Oct 2021Elkhorn, NE
- Sierra Investment ManagementJan 2020 – Oct 2021Santa Monica, CA
- Pacific Oak Capital MarketsDec 2021 – Jun 2025Costa Mesa, CA
- Potomac Fund Management, Inc.Jul 2025 – no end date reportedMiami, FL
- Paralel Distributors LLCOct 2025 – no end date reportedDenver, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Potomac
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $20,000
- $0 - $100,0000.40%
- $100,000 - $500,0000.32%
- $500,000 - $1,000,0000.28%
- Over $1,000,0000.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bethesda, MD
- SEC file number:
- 801-31311
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Petrosyan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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