Andrew
Morgan
Chevy Chase Trust Company
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About this Advisor
Andrew Morgan is a financial advisor working in Bethesda, Maryland with 1 year of industry experience. Morgan is an advisor for Chevy Chase Trust Company. Throughout their career, they have worked at Dickinson College, Fannie Mae and Chevy Chase Trust Company. Morgan holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Maryland. Chevy Chase Trust Company is a business that has its headquarters in Bethesda, MD. It has a total of 103 financial advisors. It handles $32 billion in assets across its 4,695 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 4,695 accounts, 94% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules usually are based on which service is provided. However, fees billed by Chevy Chase Trust Company most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chevy Chase Trust Company Brokerage Details
$32,026,434,099
103
4,695
$6,821,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Andrew Morgan Work History
Andrew has been registered as a financial advisor for 1 years.*
Chevy Chase Trust Company
Fannie Mae
Dickinson College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chevy Chase Trust Company
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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