Chevy Chase Trust Company

Chevy Chase Trust Company (CRD# 110742) is a financial advisory firm headquartered in Bethesda, MD. They manage $25,528,177,638 in 3,356 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,528
    MILLION
  • Total Number of Accounts
    3,356
    ACCOUNTS
  • Average Account Value
    $7,606,728
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, TN, TX, VA, WA, WI, WV

Financial Advisors at Chevy Chase Trust Company
Showing 1 - 10 of 34 top financial advisors.
1
Daniel Serra
CRD#: 5525135
7501 Wisconsin Avenue, Bethesda, MD 20814
103
Wealthminder
score

Daniel Serra (CRD# 5525135) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 8 years of experience in the finance industry. Daniel Serra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey C. Dillman
CRD#: 1047178
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Jeffrey Dillman (CRD# 1047178) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 23 years of experience in the finance industry.

3
Edward B. Dobranetski
CRD#: 1981122
7501 Wisconsin Ave, 14th Floor, Bethesda, MD 20814
96
Wealthminder
score

Edward Dobranetski (CRD# 1981122) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 27 years of experience in the finance industry.

4
Susan G. Freed
CRD#: 725251
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Susan Freed (CRD# 725251) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 37 years of experience in the finance industry. Susan Freed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Debritu L. Kassa
CRD#: 1710530
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Debritu Kassa (CRD# 1710530) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 11 years of experience in the finance industry. Debritu Kassa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andrew R. Marshall
CRD#: 5745387
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Andrew Marshall (CRD# 5745387) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 8 years of experience in the finance industry.

7
Stacy C. Murchison
CRD#: 1648229
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Stacy Murchison (CRD# 1648229) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 30 years of experience in the finance industry.

8
Ronald F. Perrone
CRD#: 822448
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Ronald Perrone (CRD# 822448) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 23 years of experience in the finance industry.

9
Jastinder S. Sohi
CRD#: 5719663
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Jastinder Sohi (CRD# 5719663) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 7 years of experience in the finance industry.

10
Michael J. Stafford
CRD#: 4438699
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
96
Wealthminder
score

Michael Stafford (CRD# 4438699) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 12 years of experience in the finance industry.

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