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Arthur Alan Adler

Chevy Chase Trust Co.

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About Arthur Alan Adler

Arthur Adler is an Investment Advisor Representative at Chevy Chase Trust Co., a firm that provides trust and investment management services. Arthur has over 20 years of experience in the industry. Arthur has passed the Series 7, Series 63 and Series 65 exams. Arthur has a current registration with the state of California and has held previous registrations with the state of Maryland. Arthur's firm focuses on providing services for high net worth individuals, charitable organizations, pooled investment vehicles, and corporations or other businesses.

Firm Information

Arthur Adler 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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Arthur Adler’s Registration & Firm History

MD

11/23/2005 - Present

Chevy Chase Trust Co. (BETHESDA MD)

CA

09/29/1998 - 05/24/2001

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 11/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur Alan Adler.
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