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).

Current Firm Details
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
https://www.chevychasetrust.com/
By the Numbers
  • Total Assets Under Management
    32,026
    MILLION
  • Total Number of Accounts
    4,695
    ACCOUNTS
  • Average Account Value
    $6,821,392
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, 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

Financial Advisors at Chevy Chase Trust Company
Showing 31 - 34 of 34 top financial advisors.
31
Anneke Niemira, financial advisor Bethesda MD
Anneke Niemira
CRD#: 7697635
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Anneke Niemira (CRD# 7697635) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 1 year of experience in the finance industry.

32
Henry Romeyn, financial advisor Bethesda MD
Henry K. Romeyn
CRD#: 6902415
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Henry Romeyn (CRD# 6902415) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 1 year of experience in the finance industry.

33
Claire Voorhees, financial advisor Bethesda MD
Claire V. Voorhees
CRD#: 5003643
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Claire Voorhees (CRD# 5003643) 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.

34
Christopher Young, financial advisor Bethesda MD
Christopher M. Young
CRD#: 5534334
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814

Christopher Young (CRD# 5534334) 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.

PREV ... 1 2 3 4

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals