Marc
Wishkoff
Chevy Chase Trust Company
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About this Advisor
Marc Wishkoff is a financial advisor based in Bethesda, Maryland, working with Chevy Chase Trust Company. Marc has previously held a position at Chevy Chase Trust Company. Marc has passed the Series 66 regulatory exam and is registered to provide services in California, District of Columbia, Maryland, Nevada, New Mexico, New York, South Carolina, Texas, Virginia, and Wyoming. Currently, Marc is part of Chevy Chase Trust Company, which operates out of Bethesda, Maryland. The firm has 1 office and 108 employees. The firm manages assets totaling $36.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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, educational seminars, and other services. The fee structure at Chevy Chase Trust Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chevy Chase Trust Company Brokerage Details
$36,006,471,975
108
4,811
$7,484,197
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
- Educational seminars/workshops
- Other
Marc Wishkoff Work History
Chevy Chase Trust Company
Disclosures
Please visit the SEC profile of Marc Wishkoff 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 6/19/2024. 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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