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Carlton William Davis

Chevy Chase Trust Co.

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About Carlton William Davis

Carlton William Davis is an investment advisor representative registered in Maryland. Carlton has been working in the financial services industry since March 2011. Carlton is currently employed by Chevy Chase Trust Co. and ASB Capital Management LLC. Carlton is a Series 65 licensed professional. Carlton has experience in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Carlton also provides financial planning and educational seminars.

Firm Information

Carlton Davis 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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Carlton Davis’s Registration & Firm History

MD

10/16/2018 - Present

Chevy Chase Trust Co. (BETHESDA MD)

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Licenses & Designations

IA

Issued 11/17/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlton William Davis.
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