Deborah
Gandy
Chevy Chase Trust Company
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About this Advisor
Deborah Gandy is a financial advisor who works out of Bethesda, Maryland who has 14 years of relevant experience. Gandy is an advisor for Chevy Chase Trust Company. They have spent their whole employment at Chevy Chase Trust Company. Gandy maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Colorado, District Of Columbia, Illinois, Maryland, Massachusetts, New York, North Carolina, South Carolina, Texas and Virginia. Chevy Chase Trust Company is a financial advisory business that has its headquarters in Bethesda, MD. It has a total of 103 financial advisors. It has $32 billion in total assets across its 4,695 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 45 charitable organizations. Of its 4,695 client accounts, 94% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a diverse set 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 charged by financial advisors usually vary depending on the financial services. Fee types billed by Chevy Chase Trust Company may include some blend 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
Deborah Gandy Work History
Deborah has been registered as a financial advisor for 14 years.*
Chevy Chase Trust Company
*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 Deborah Gandy 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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