Chevy Chase Trust Company

Chevy Chase Trust Company (CRD# 110742) is a financial advisory firm headquartered in Bethesda, MD. They manage $32,140,620,243 in 4,181 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    32,141
    MILLION
  • Total Number of Accounts
    4,181
    ACCOUNTS
  • Average Account Value
    $7,687,305
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY

Financial Advisors at Chevy Chase Trust Company
Showing 1 - 10 of 35 top financial advisors.
1
Arthur A. Adler
CRD#: 2821682
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Arthur Adler (CRD# 2821682) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 22 years of experience in the finance industry.

2
Leah M. Byrne
CRD#: 6440012
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Leah Byrne (CRD# 6440012) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 1 year of experience in the finance industry. Leah Byrne 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.

3
Carlton W. Davis
CRD#: 5548376
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Carlton Davis (CRD# 5548376) 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.

4
Jeffrey C. Dillman
CRD#: 1047178
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Jeffrey Dillman (CRD# 1047178) 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.

5
Edward B. Dobranetski
CRD#: 1981122
7501 Wisconsin Ave, 14th Floor, Bethesda, MD 20814

Edward Dobranetski (CRD# 1981122) 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.

6
Blake K. Doyle
CRD#: 4727436
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Blake Doyle (CRD# 4727436) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 15 years of experience in the finance industry.

7
Robert W. Eubank
CRD#: 5811462
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Robert Eubank (CRD# 5811462) 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.

8
Lawrence P. Fisher
CRD#: 3130289
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Lawrence Fisher (CRD# 3130289) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 15 years of experience in the finance industry.

9
Susan G. Freed
CRD#: 725251
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Susan Freed (CRD# 725251) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 39 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.

10
Deborah G. Gandy
CRD#: 2913527
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Deborah Gandy (CRD# 2913527) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 22 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.