Unclaimed Profile

Christopher Alan Weir

POTOMAC ASSET MANAGEMENT CO INC·FREDERICK, Maryland

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 6524 years registeredPOTOMAC ASSET MANAGEMENT CO INC

5 SOUTH MARKET STREET, FREDERICK, MD 21701CRD# 2013845Firm CRD# 105730

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Alan Weir · FREDERICK, MD

Registration

CRD #2013845 · POTOMAC ASSET MANAGEMENT CO INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POTOMAC ASSET MANAGEMENT CO INC

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Dec 2016 – Mar 2017

FREDERICK, MD

POTOMAC ASSET MANAGEMENT CO INC

Apr 2002 – Jul 2015

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · April 5, 2002

Years registered · 24

Disclosure History

2015Judgment / Lien

1998Regulatory·Final

1996Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

POTOMAC ASSET MANAGEMENT CO INC

CRD 105730 · SEC 801-16383

AUM

$114M

Regulatory assets under management

Employees

16 client accounts

Services offered by POTOMAC ASSET MANAGEMENT CO INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at POTOMAC ASSET MANAGEMENT CO INC →

Introduction

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Frequently Asked Questions

What services does Christopher Alan Weir offer?

Christopher Alan Weir specializes in Investment Management, Retirement Planning, Wealth Management.

What are Christopher Alan Weir's credentials?

Christopher Alan Weir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Alan Weir located?

Christopher Alan Weir is based in FREDERICK, Maryland, last registered with POTOMAC ASSET MANAGEMENT CO INC.

How does Christopher Alan Weir charge for services?

Christopher Alan Weir's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POTOMAC ASSET MANAGEMENT CO INC?

POTOMAC ASSET MANAGEMENT CO INC has approximately 6 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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