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
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
Christine Wallace (CRD# 2520272) 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.
Marc Wishkoff (CRD# 4418760) 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.
Tapfuma Chibaya (CRD# 5937524) 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.
Michael Clemm (CRD# 7282082) 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.
Garrett Collier (CRD# 7289406) 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.
Ashley Hall (CRD# 7256835) 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.
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 4 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 38 years of experience in the finance industry.
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.