Michael
Stafford
Chevy Chase Trust Company
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About this Advisor
Michael Stafford is a financial advisor based in Bethesda, Maryland, working with Chevy Chase Trust Company. Michael has previously held a position at Asb Capital Management, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Maryland. Currently, Michael 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
Michael Stafford Work History
Asb Capital Management, LLC
Disclosures
Please visit the SEC profile of Michael Stafford 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
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