Blake DoyleCRD Number: 4727436
Current Firm: Chevy Chase Trust Company
Blake Doyle (CRD# 4727436) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Chevy Chase Trust Company||Bethesda, MD||Nov 2016 - Current||6|
|Height Securities, LLC||Washington, DC||Apr 2010 - Oct 2016||6|
|Height Analytics, LLC||Washington, DC||Sep 2009 - Oct 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2005|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management32,026MILLIONS
Total Number of Accounts4,695ACCOUNTS
Average Account Value$6,821,392
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY
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