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CHEVY CHASE TRUST COMPANY

BETHESDA, MD · CRD 110742 · IAPD ↗ · 240-497-5000

$44.93BRegulatory AUM
42Advisory reps
119Employees
0Clients
More than 500Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — CHEVY CHASE TRUST COMPANY notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — CHEVY CHASE TRUST COMPANY grew from 35 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.