Chevy Chase Trust Company

CRD 110742 · Bethesda, MD · $44.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110742
SEC number: 801-55134
Firm type: RIA
Assets under management: $44.9B as of Mar 31, 2026
Website: www.youtube.com/@ChevyChaseTrust ↗
Phone: 240-497-5000
Address: 7501 Wisconsin Avenue, Bethesda, MD, 20814

Advisors at this firm

34 in our index · page 1 of 1

Arthur Alan AdlerCRD 2821682 · Bethesda, MD

IA Registered
Alok BhattCRD 5623954 · Bethesda, MD

IA RegisteredRegistration inactive
Tapfuma Filex ChibayaCRD 5937524 · Bethesda, MD

IA RegisteredRegistration inactive
Michael Quinton ClemmCRD 7282082 · Bethesda, MD

IA RegisteredRegistration inactive
Jeffrey Crawford DillmanCRD 1047178 · Bethesda, MD

IA Registered
Edward Bernerd DobranetskiCRD 1981122 · Bethesda, MD

IA Registered
Blake Keeley DoyleCRD 4727436 · Bethesda, MD

IA RegisteredRegistration inactive
Robert Wilkinson EubankCRD 5811462 · Bethesda, MD

IA Registered
Lawrence Peter FisherCRD 3130289 · Bethesda, MD

IA Registered
Jackie S FontanaCRD 2697408 · Bethesda, MD

IA Registered
Deborah Groomes GandyCRD 2913527 · Bethesda, MD

IA Registered
Michael S GildenhornCRD 1494535 · Bethesda, MD

IA Registered
Frederick Matson HopkinsCRD 4825394 · Bethesda, MD

IA Registered
Du Na HurCRD 7110649 · Bethesda, MD

IA Registered
Debritu Laly KassaCRD 1710530 · Bethesda, MD

IA Registered
Jonathan KobetsCRD 5611440 · Bethesda, MD

IA RegisteredRegistration inactive
Jenny Yun Sook KimCRD 8118243 · Bethesda, MD

IA Registered
Paula Anne LandauCRD 1372223 · Bethesda, MD

IA Registered
Judy Kay MccoyCRD 2669939 · Bethesda, MD

IA Registered
Wendy Marie MoyersCRD 2656926 · Bethesda, MD

IA Registered
Stacy Constance MurchisonCRD 1648229 · Bethesda, MD

IA Registered
Ramona K MockoviakCRD 4798155 · Bethesda, MD

IA RegisteredRegistration inactive
Andrew MorganCRD 7623690 · Bethesda, MD

IA Registered
James Minh NguyenCRD 2926593 · Bethesda, MD

IA Registered

Disclosure event(s) on record
Amy Priscilla RaskinCRD 2080680 · Bethesda, MD

IA Registered
Henry Kingsland RomeynCRD 6902415 · Bethesda, MD

IA Registered
Randy Alan RyanCRD 5337389 · Bethesda, MD

IA RegisteredRegistration inactive
Jastinder Singh SohiCRD 5719663 · Bethesda, MD

IA RegisteredRegistration inactive
Michael Joseph StaffordCRD 4438699 · Bethesda, MD

IA Registered
Caroline Terrell SzivosCRD 6104467 · Bethesda, MD

IA Registered
Claire Virginia VoorheesCRD 5003643 · Bethesda, MD

IA Registered
Christine M. WallaceCRD 2520272 · Bethesda, MD

IA Registered
Marc Kaye WishkoffCRD 4418760 · Bethesda, MD

IA Registered

Disclosure event(s) on record
Christopher Matthew YoungCRD 5534334 · Bethesda, MD

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 110742 ↗ FINRA BrokerCheck record for firm CRD 110742 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.