Chevy Chase Trust Company
Chevy Chase Trust Company (CRD# 110742) is a financial advisory firm headquartered in Bethesda, MD. They manage $36,006,471,975 in 4,811 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management36,006MILLION
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Total Number of Accounts4,811ACCOUNTS
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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
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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
Arthur Adler (CRD# 2821682) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 25 years of experience in the finance industry.
Carlton Davis (CRD# 5548376) 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.
Jeffrey Dillman (CRD# 1047178) 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.
Edward Dobranetski (CRD# 1981122) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 34 years of experience in the finance industry.
Blake Doyle (CRD# 4727436) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 19 years of experience in the finance industry.
Robert Eubank (CRD# 5811462) 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.
Lawrence Fisher (CRD# 3130289) 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.
Deborah Gandy (CRD# 2913527) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 26 years of experience in the finance industry.
Michael Gildenhorn (CRD# 1494535) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 29 years of experience in the finance industry.
Debritu Kassa (CRD# 1710530) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 17 years of experience in the finance industry.