CHEVY CHASE TRUST COMPANY

BETHESDA, Maryland·5 registered advisors·CRD# 110742
SEC# 801-551341240-497-5000
01

Firm Overview

AUM
$36.0B
Regulatory assets under management
Employees
108
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CHEVY CHASE TRUST COMPANY

5 registered advisors
Kevin M. Heilenday
BETHESDA, Maryland
Lynn M. Panagos
BETHESDA, Maryland
Thomas David Frank
BETHESDA, Maryland
Thomas Hammond Mccormick
BETHESDA, Maryland
Wendelin Anita White
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
5 advisors

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Data sourced from SEC Form ADV filings. CHEVY CHASE TRUST COMPANY (CRD# 110742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.