Blake
Doyle
Chevy Chase Trust Company
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About this Advisor
Blake Doyle is a financial advisor operating out of Bethesda, Maryland with 7 years of industry experience. Doyle is currently employed by Chevy Chase Trust Company. Throughout their career, Doyle has worked at Height Analytics, LLC, Height Securities, LLC and Chevy Chase Trust Company. Doyle maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in District Of Columbia, Maryland and Virginia. Chevy Chase Trust Company is a firm based in Bethesda, MD. The investment advisory business has a total of 103 employees. It administers $32 billion in assets under management among its 4,695 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 4,695 customer accounts, 94% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a wide array of services, such as 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. Financial advisory fees largely are based on which services are offered. However, fees billed by Chevy Chase Trust Company most likely consist of some combination 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
Blake Doyle Work History
Blake has been registered as a financial advisor for 7 years.*
Chevy Chase Trust Company
Height Securities, LLC
Height Analytics, LLC
*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 Blake Doyle 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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