RC

Ravneet Singh Chadha

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
1,408 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Potomac's Union Platform fees consist of a Platform Fee (0.20%-0.40% based on assets), a Client Advisor Fee (0.00%-1.50%), and a Strategy Fee (0.10%-0.80% for Non-Potomac and SMA Strategies). Potomac waives the Strategy Fee for Potomac Strategies, compensated through Potomac Funds. The total all-in fee will never exceed 2.50%. Clients are responsible for custodian fees and investment expenses. Fees may be negotiable.

Areas of Practice
Investment Management
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Advisor Information

Office location

Laurel, MD

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Paralel Distributors
October 2025 - Present · 3 mos
Paralel DistributorsBroker
October 2025 - Present · 3 mos
Potomac
May 2025 - Present · 8 mos
Previous Registrations
Arbor Court Capital, LLCBroker
July 2025 - October 2025 · 3 mos
Empower Financial Services, INC.Broker
August 2022 - October 2023 · 1 yr 2 mos
Empower Advisory Group, LLC
August 2022 - October 2023 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2022 - July 2022 · 3 mos
T. Rowe Price Investment Services, INC.Broker
May 2021 - December 2021 · 7 mos
T. Rowe Price Advisory Services, INC.
May 2021 - December 2021 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - September 2019 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2018 - September 2019 · 1 yr 5 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ravneet Singh Chadha - Financial Advisor | AdvisorDiscover