Clyde
Robinson
Chevy Chase Trust Company
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About this Advisor
Clyde Robinson is a financial advisor operating in Bethesda, Maryland, who has 8 years of industry experience. Robinson is currently employed by Chevy Chase Trust Company. Throughout their career, Robinson has worked at Asb Real Estate Investments and Hunt Realty Investments. Robinson maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in District Of Columbia and Maryland. Chevy Chase Trust Company is an advisory firm based out of Bethesda, MD. The firm has a total of 103 people on staff. It oversees $32 billion in assets across its 4,695 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 45 charitable organizations. Of its 4,695 customer accounts, 94% are associated with high-net-worth investors who have greater than $1 million in investable assets. Chevy Chase Trust Company performs a diverse assortment 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. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by Chevy Chase Trust Company most likely include 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
Clyde Robinson Work History
Clyde has been registered as a financial advisor for 8 years.*
Asb Real Estate Investments
Hunt Realty Investments
*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 Clyde Robinson 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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