Michael Clemm (CRD# 7282082) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Chevy Chase Trust Company | Bethesda, MD | Jul 2023 - Current | < 1 |
Unemployed | Washington, DC | May 2023 - Jun 2023 | < 1 |
Goldman Sachs | Washington, DC | Jul 2020 - Apr 2023 | 2 |
Darden Graduate Business School | Charlottesville, VA | Aug 2019 - Jun 2020 | < 1 |
Bridgewater Associates | Fairfield, CT | Jun 2019 - Aug 2019 | < 1 |
Darden Graduate School Of Business | Charlottesville, VA | Aug 2018 - Jun 2019 | < 1 |
Eidos Napoli - A Subsidiary Of Isaia Corp. | New York, NY | Jan 2014 - Jun 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- DC
- MD
- VA
-
Total Assets Under Management36,006MILLIONS
-
Total Number of Accounts4,811ACCOUNTS
-
Average Account Value$7,484,197
- 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)
- Educational seminars/workshops
- Other
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, UT, VA, VT, WA, WI, WV, WY
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