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Marc Kaye Wishkoff

Chevy Chase Trust Co.

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About Marc Kaye Wishkoff

Marc Wishkoff is a Registered Representative at Chevy Chase Trust Co. Marc has been in the industry since 2001 and has held registrations in several states, including California, District of Columbia, Maryland, Nevada, New Mexico, New York, South Carolina, Texas, Virginia and Wyoming. Marc's experience includes working at Citigroup Global Markets Inc. and UST Securities Corp.

Firm Information

Marc Wishkoff 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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Marc Wishkoff’s Registration & Firm History

MD

03/22/2021 - Present

Chevy Chase Trust Co. (BETHESDA MD)

DC

06/15/2007 - 12/01/2009

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

DC

08/28/2001 - 06/05/2007

UST SECURITIES CORP. (WASHINGTON DC DC)

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Licenses & Designations

BOTH

Issued 08/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Kaye Wishkoff.
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