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).
-
Total Assets Under Management36,006MILLION
-
Total Number of Accounts4,811ACCOUNTS
-
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
Arthur Adler (CRD# 2821682) 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.
Carlton Davis (CRD# 5548376) 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.
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 19 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 11 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 18 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 26 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 29 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 17 years of experience in the finance industry.