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Joseph David Potosky

MV Capital Management, Inc.

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About Joseph David Potosky

Joseph David Potosky is an investment advisor representative for MV Capital Management, Inc. based in Bethesda, MD. Joseph has over 30 years of experience in the financial services industry. Joseph David Potosky is also an insurance agent for MV Financial Group.

Firm Information

Joseph Potosky is currently registered with MV Capital Management, Inc.. MV Capital Management, Inc. is an investment advisor based in Bethesda, MD with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. MV Capital Management, Inc. primarily serves high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
MV Capital Management, Inc.

3 BETHESDA METRO CENTER

BETHESDA, MD 20814-6336

$1.07B

Assets Under Management

2

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Joseph Potosky’s Registration & Firm History

MD

02/02/2006 - Present

MV Capital Management, Inc. (BETHESDA MD)

MD

05/16/2006 - 02/28/2017

PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)

MD

01/27/2000 - 05/16/2006

SECURIAN FINANCIAL SERVICES, INC. (BETHESDA MD)

MA

04/18/1990 - 01/18/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 07/07/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1995

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph David Potosky.
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