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Robin Anne Mitler

NEW Potomac Partners LLC

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About Robin Anne Mitler

Robin Mitler is an investment advisor representative at New Potomac Partners LLC in NORTH BETHESDA, MD. Robin Mitler has been in the industry since January 2007 and is currently registered with the states of Maryland and North Carolina. Robin Mitler's specializations include financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Robin Mitler 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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Robin Mitler’s Registration & Firm History

MD

04/10/2019 - Present

NEW Potomac Partners LLC (NORTH BETHESDA MD)

DC

11/10/2010 - 02/13/2015

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

DC

01/15/2007 - 10/27/2010

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 03/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Anne Mitler.
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