Inactive

Arthur Alan Adler

Chevy Chase Trust Company

Claim This Profile

Current Employers

Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-02
DC	RA	APPROVED	2025-01-02
MD	RA	APPROVED	2025-01-02
NJ	RA	APPROVED	2025-01-02
MA	RA	APPROVED	2021-09-16
IL	RA	APPROVED	2021-03-23
NY	RA	APPROVED	2021-03-20
CT	RA	APPROVED	2021-03-18
DE	RA	APPROVED	2021-03-18
PA	RA	APPROVED	2021-03-18
TX	RA	APPROVED_RES	2020-09-01
VA	RA	APPROVED	2005-11-23

CA RA
APPROVED

Since 2025-01-02
DC RA
APPROVED

Since 2025-01-02
MD RA
APPROVED

Since 2025-01-02
NJ RA
APPROVED

Since 2025-01-02
MA RA
APPROVED

Since 2021-09-16
IL RA
APPROVED

Since 2021-03-23
NY RA
APPROVED

Since 2021-03-20
CT RA
APPROVED

Since 2021-03-18
DE RA
APPROVED

Since 2021-03-18
PA RA
APPROVED

Since 2021-03-18
TX RA
APPROVED_RES

Since 2020-09-01
VA RA
APPROVED

Since 2005-11-23

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Chevy Chase Trust Company	Bethesda	MD	10/2005	Present

10/2005 → Present

Chevy Chase Trust Company

Bethesda, MD

Previous Registrations

2002-01-01 → 2005-11-22

Asset Management Inc

Chevy Chase, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-11-01
S63	Uniform Securities Agent State Law Examination	1998-10-17

S65 Uniform Investment Adviser Law Examination

2001-11-01
S63 Uniform Securities Agent State Law Examination

1998-10-17

Other Names

Alan Adler

View on SEC IAPD

Other Firms

BLUE SPARROW FUNDS GP LLC

KALAMATA ASSET MANAGEMENT LLC

GLASSY MOUNTAIN ADVISORS, INC.

NOORDZEE CAPITAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

HIGHTOWER ADVISORS, LLC

GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts

DAVID MICHAEL GREENLEIGH

JAMIE LYNN BIGSBY

Brian Hawthorne-Codato

William K McCaffrey

ALEXANDER SIDNEY JOHANNES LEVY

FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD

BLUE SPARROW FUNDS GP LLC · BETHESDA, MD

KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD

NOORDZEE CAPITAL LLC · BETHESDA, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD

HIGHTOWER ADVISORS, LLC · BETHESDA, MD

GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor