David Straus (CRD# 2466774) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Potomac Partners, LLC | Bethesda, MD | Dec 2014 - Current | 9 |
| Johnston, Lemon & Company Incorporated | Washington, DC | Feb 2000 - Dec 2014 | 14 |
| Johnston, Lemon Asset Management, Inc. | Washington, DC | Oct 1995 - Dec 2014 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
- MD
-
Total Assets Under Management211MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$1,742,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
DC, FL, MA, MD, NC, OR, VA
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