Carlton DavisCRD Number: 5548376
Current Firm: Chevy Chase Trust Company
Carlton Davis (CRD# 5548376) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Chevy Chase Trust Company||Bethesda, MD||Apr 2022 - Current||1|
|Chevy Chase Trust||Besthesda, MD||Sep 2018 - Apr 2022||3|
|Liberty Mutual Investments||Boston, MA||Apr 2016 - Sep 2018||2|
|Chevy Chase Trust Company||Bethesda, MD||Mar 2011 - Mar 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
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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