Debritu Laly Kassa

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

• 05/2012 → Present
  Chevy Chase Trust Company
  Bethesda, MD

Previous Registrations

• 2007-08-27 → 2010-01-28
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-16
• S63 Uniform Securities Agent State Law Examination
  2006-08-11

Designations

• Certified Financial Planner

Other Names

• Lolly Kassa
• Lally Kassa
• Laly Kassa