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Alok Bhatt

Chevy Chase Trust Co.

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About Alok Bhatt

Alok Bhatt is a financial advisor at Chevy Chase Trust Co., located in Bethesda, MD. Alok has been a registered representative since December 2021 and has experience in the financial services industry since January 2018. Alok is licensed in Maryland, Virginia, and the District of Columbia. Alok has a Series 66, Series 7, and SIE license. Alok specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Alok Bhatt is currently registered with Chevy Chase Trust Co.. Chevy Chase Trust Co. is a Bethesda, MD-based firm offering investment management, financial planning, and trustee services. They manage assets for individuals, businesses, investment companies, and pooled investment vehicles, as well as for charitable organizations, insurance companies, and state or municipal government entities. The firm manages $36 billion in assets for approximately 4,800 clients.
Chevy Chase Trust Co.

7501 WISCONSIN AVENUE

BETHESDA, MD 20814

$36.01B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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trustee and investment manager for collective funds

Trustee and investment manager for collective funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alok Bhatt’s Registration & Firm History

MD

08/15/2023 - Present

Chevy Chase Trust Co. (BETHESDA MD)

DC

12/20/2021 - 06/20/2023

J.P. MORGAN SECURITIES LLC (Washington DC)

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Licenses & Designations

BOTH

Issued 01/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alok Bhatt.
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