linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Deborah Groomes Gandy

Chevy Chase Trust Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Deborah? Claim Your Profile

About Deborah Groomes Gandy

Deborah Gandy is a registered investment advisor representative with Chevy Chase Trust Co. Deborah has been a registered investment advisor representative since December 2009. Deborah is registered in several states, including California, Colorado, District of Columbia, Illinois, Maryland, Massachusetts, New York, North Carolina, South Carolina, Texas, and Virginia.

Firm Information

Deborah Gandy 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Deborah Gandy’s Registration & Firm History

MD

03/24/2010 - Present

Chevy Chase Trust Co. (BETHESDA MD)

DC

06/15/2007 - 12/01/2009

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

DC

12/01/2002 - 06/05/2007

UST SECURITIES CORP. (WASHINGTON DC DC)

NY

03/29/2002 - 12/01/2002

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

Not sure if Deborah Groomes Gandy is right for you?

Licenses & Designations

BOTH

Issued 07/09/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Groomes Gandy.
Not sure if Deborah Groomes Gandy is right for you?