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Chevy Chase Trust Company CRD 110742
$44.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-15 |
| FL | RA | APPROVED | 2026-06-09 |
| MA | RA | APPROVED | 2025-12-19 |
| ME | RA | APPROVED | 2025-12-17 |
| DE | RA | APPROVED | 2025-12-15 |
| AZ | RA | APPROVED | 2025-12-03 |
| NJ | RA | APPROVED | 2025-10-29 |
| OH | RA | APPROVED | 2025-10-01 |
| SC | RA | APPROVED | 2025-09-18 |
| WI | RA | APPROVED | 2025-09-18 |
| MI | RA | APPROVED | 2025-09-15 |
| MO | RA | APPROVED | 2025-09-15 |
| OR | RA | APPROVED | 2025-09-15 |
| IL | RA | APPROVED | 2025-09-12 |
| RI | RA | APPROVED | 2025-09-12 |
| AL | RA | APPROVED | 2025-09-11 |
| CO | RA | APPROVED | 2025-09-11 |
| MN | RA | APPROVED | 2025-09-11 |
| NV | RA | APPROVED | 2025-09-11 |
| NM | RA | APPROVED | 2025-09-11 |
| PA | RA | APPROVED | 2025-09-11 |
| UT | RA | APPROVED | 2025-09-11 |
| VT | RA | APPROVED | 2025-09-11 |
| WV | RA | APPROVED | 2025-09-11 |
| WY | RA | APPROVED | 2025-09-11 |
| DC | RA | APPROVED | 2023-01-11 |
| MD | RA | APPROVED | 2023-01-11 |
| NC | RA | APPROVED | 2021-03-23 |
| NY | RA | APPROVED | 2021-03-20 |
| CA | RA | APPROVED | 2021-03-18 |
| CT | RA | APPROVED | 2021-03-18 |
| NH | RA | APPROVED | 2021-03-18 |
| WA | RA | APPROVED | 2021-03-18 |
| TX | RA | APPROVED_RES | 2020-09-01 |
| VA | RA | APPROVED | 2010-11-01 |
Branch Locations
7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevy Chase Trust Company | Bethesda | MD | 02/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-01 |
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