James
Nguyen
Chevy Chase Trust Company
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About this Advisor
James Nguyen is a financial advisor who works out of Bethesda, Maryland with 1 year of relevant experience. Nguyen is currently employed by Chevy Chase Trust Company. During their career, the advisor has held roles at Bdo Wealth Advisors, LLC, Complex Capital Management, LLC, Chevy Chase Trust Company, Biegel Waller and Lockheed Martin Investment Management. Nguyen holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in District Of Columbia, Maryland and Virginia. Chevy Chase Trust Company is an advisory firm headquartered in Bethesda, MD. It has a total of 103 people on staff. It oversees $32 billion in assets among its 4,695 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 4,695 accounts, 94% belong to high-net-worth investors who have greater than $1 million in assets. Chevy Chase Trust Company provides a number 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 services are provided. However, fees billed 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
James Nguyen Work History
James has been registered as a financial advisor for 1 years.*
Chevy Chase Trust Company
Bdo Wealth Advisors, LLC
Bdo Wealth Advisors, LLC
Biegel Waller
Complex Capital Management, LLC
Lockheed Martin Investment Management
*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 James Nguyen 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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