Unclaimed Profile

Robin Anne Mitler

NEW POTOMAC PARTNERS LLC·NORTH BETHESDA, Maryland

SIE, Series 7, Series 66Clean record19 years registeredNEW POTOMAC PARTNERS LLC

909 ROSE AVE, NORTH BETHESDA, MD 20852CRD# 5111354Firm CRD# 170061

Profile Verification

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

Identity

Robin Anne Mitler · NORTH BETHESDA, MD

Registration

CRD #5111354 · NEW POTOMAC PARTNERS LLC · 19 years registered

Brand Profile

Not yet started

Career History

STRATHMORE CAPITAL ADVISORS

Jun 2025 – present

NEW POTOMAC PARTNERS LLC

Apr 2015 – Jun 2025

Chapel Hill, NC

JOHNSTON LEMON ASSET MANAGEMENT INC

Mar 2012 – Feb 2015

WASHINGTON, DC

JOHNSTON LEMON ASSET MANAGEMENT INC

Apr 2007 – Dec 2011

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 26, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW POTOMAC PARTNERS LLC

CRD 170061 · SEC 801-80463

AUM

$211M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Robin Anne Mitler offer?

Robin Anne Mitler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH BETHESDA, Maryland for a consultation.

What are Robin Anne Mitler's credentials?

Robin Anne Mitler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robin Anne Mitler located?

Robin Anne Mitler 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 Robin Anne Mitler charge for services?

Robin Anne Mitler'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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