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Henry Kingsland Romeyn

Chevy Chase Trust Company

Bethesda, MD

CRD 6902415

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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:

Current Employers
Chevy Chase Trust Company

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-04-20
MD RA APPROVED 2022-01-31
VA RA APPROVED 2022-01-31
  • DC RA
    APPROVED
    Since 2022-04-20
  • MD RA
    APPROVED
    Since 2022-01-31
  • VA RA
    APPROVED
    Since 2022-01-31

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
OrganizationCityStateFromTo
Goldman Sachs New York City NY 01/2018 10/2021
Chevy Chase Trust Company Bethesda MD 10/2021 Present
Self-Employed New York City NY 03/2016 12/2017
  • 01/2018 → 10/2021
    Goldman Sachs
    New York City, NY
  • 10/2021 → Present
    Chevy Chase Trust Company
    Bethesda, MD
  • 03/2016 → 12/2017
    Self-Employed
    New York City, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-13
S65 Uniform Investment Adviser Law Examination 2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2025-06-13
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31
Other Names
  • Henry K Romeyn

View on SEC IAPD

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Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
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