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CHEVY CHASE TRUST COMPANY
CHEVY CHASE TRUST COMPANY
BETHESDA, Maryland
·
1 registered advisor
·
CRD# 110742
SEC# 801-55134
1
240-497-5000
01
Firm Overview
AUM
$36.0B
Regulatory assets under management
Employees
108
Total firm employees
Advisors
1
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CHEVY CHASE TRUST COMPANY
1 registered advisor
Lynn M. Panagos
BETHESDA, Maryland
CRD# 4718076
05
Office Locations
BETHESDA, Maryland
1 advisor
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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
.