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David Lawrence Straus

NEW POTOMAC PARTNERS LLC·NORTH BETHESDA, Maryland
Series 16, Series 65CFAClean record30 years registeredNEW POTOMAC PARTNERS LLC
909 ROSE AVE, NORTH BETHESDA, MD 20852CRD# 2466774Firm CRD# 170061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lawrence Straus · NORTH BETHESDA, MD
Registration
CRD #2466774 · NEW POTOMAC PARTNERS LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

STRATHMORE CAPITAL ADVISORS
Jun 2025 – present
NEW POTOMAC PARTNERS LLC
Apr 2015 – Jun 2025
NORTH BETHESDA, MD
JOHNSTON LEMON ASSET MANAGEMENT INC
Nov 2012 – Jan 2015
WASHINGTON, DC
JOHNSTON LEMON ASSET MANAGEMENT INC
Jan 1996 – Dec 2011
WASHINGTON, DC
02

Registrations & Exams

FINRA examinations passed
Series 16
Series 65
Registration record
First registered · January 1, 1996
Years registered · 30
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW POTOMAC PARTNERS LLC
CRD 170061 · SEC 801-80463
AUM
$211M
Regulatory assets under management
Employees
3
121 client accounts
Services offered by NEW POTOMAC PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW POTOMAC PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does David Lawrence Straus offer?
David Lawrence Straus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH BETHESDA, Maryland for a consultation.
What are David Lawrence Straus's credentials?
David Lawrence Straus holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Lawrence Straus located?
David Lawrence Straus is based in NORTH BETHESDA, Maryland, working with NEW POTOMAC PARTNERS LLC. Their office serves clients in the NORTH BETHESDA metropolitan area and surrounding communities.
How does David Lawrence Straus charge for services?
David Lawrence Straus's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW POTOMAC PARTNERS LLC?
NEW POTOMAC PARTNERS LLC has approximately 3 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joshua Aaron Olds
NORTH BETHESDA, MD
Robin Anne Mitler
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