James Minh Nguyen

Employer firm

Chevy Chase Trust Company CRD 110742

$44.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 05/2022
  Bdo Wealth Advisors, Llc
  Columbia, MD
• 03/2018 → 11/2019
  Complex Capital Management, Llc
  Washington, DC
• 03/2009 → 03/2018
  Lockheed Martin Investment Management
  Bethesda, MD
• 11/2019 → 01/2020
  Biegel Waller
  Columbia, MD
• 01/2020 → 06/2021
  Bdo Wealth Advisors, Llc
  Columbia, MD
• 05/2022 → Present
  Chevy Chase Trust Company
  Bethesda, MD

Previous Registrations

• 2022-01-13 → 2022-07-28
  Bdo Wealth Advisors, Llc
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-29