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
Michael Stafford (CRD# 4438699) 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.
Christine Wallace (CRD# 2520272) 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.
Marc Wishkoff (CRD# 4418760) 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.
Tapfuma Chibaya (CRD# 5937524) 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.
Garrett Collier (CRD# 7289406) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 2 years of experience in the finance industry.
Ashley Hall (CRD# 7256835) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 2 years of experience in the finance industry.
Frederick Hopkins (CRD# 4825394) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 1 year of experience in the finance industry.
Du Hur (CRD# 7110649) 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.
Paula Landau (CRD# 1372223) 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. Paula Landau 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.
Andrew Morgan (CRD# 7623690) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 1 year of experience in the finance industry.