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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2021-03-19 |
| NM | RA | APPROVED | 2021-03-18 |
| NY | RA | APPROVED | 2021-03-18 |
| WA | RA | APPROVED | 2021-03-18 |
| WY | RA | APPROVED | 2021-03-18 |
| MA | RA | APPROVED | 2020-02-20 |
| NV | RA | APPROVED | 2020-01-29 |
| CO | RA | APPROVED | 2020-01-03 |
| DE | RA | APPROVED | 2020-01-03 |
| IL | RA | APPROVED | 2020-01-03 |
| NC | RA | APPROVED | 2020-01-03 |
| PA | RA | APPROVED | 2020-01-03 |
| RI | RA | APPROVED | 2020-01-03 |
| SC | RA | APPROVED | 2020-01-03 |
| CA | RA | APPROVED | 2015-01-22 |
| TX | RA | APPROVED | 2015-01-22 |
| DC | RA | APPROVED | 2013-08-06 |
| MD | RA | APPROVED | 2013-05-23 |
| VA | RA | APPROVED | 2013-05-23 |
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 | 03/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-11 |
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