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David Lawrence Straus

NEW Potomac Partners LLC

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About David Lawrence Straus

David Lawrence Straus is an investment advisor representative who is currently registered with New Potomac Partners LLC. David is a Chartered Financial Analyst and has been in the industry since 2001. David is currently working for New Potomac Partners LLC, where he has been employed since 2014. Prior to that, David worked for JOHNSTON, LEMON & CO. INCORPORATED, in Washington, DC, from 2001 to 2015. David has passed the Uniform Investment Adviser Law Examination (Series 65) and the NYSE Supervisory Analyst Examination (Series 16). David specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

David Straus is currently registered with NEW Potomac Partners LLC. NEW Potomac Partners LLC is an investment advisor registered with the SEC and located in NORTH BETHESDA, MD. The firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. They manage approximately $210,799,446 in assets and have 121 client accounts. Their website addresses are https://www.facebook.com/newpotomac, https://www.linkedin.com/company/11567531/admin/, HTTP://WWW.NEWPOTOMACPARTNERS.COM/, and https://twitter.com/newpotomacpartners.
NEW Potomac Partners LLC

909 ROSE AVE

NORTH BETHESDA, MD 20852

$210.80M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Straus’s Registration & Firm History

MD

04/13/2015 - Present

NEW Potomac Partners LLC (NORTH BETHESDA MD)

DC

05/09/2001 - 01/16/2015

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

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Licenses & Designations

IA

Issued 03/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2001

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lawrence Straus.
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