Chevy Chase Trust Company
Chevy Chase Trust Company (CRD# 110742) is a financial advisory firm headquartered in Bethesda, MD. They manage $32,026,434,099 in 4,695 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management32,026MILLION
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Total Number of Accounts4,695ACCOUNTS
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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
- 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, 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 24 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 10 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 29 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 33 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 18 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 10 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 17 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 25 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 28 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 16 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.