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Michael Quinton Clemm

Chevy Chase Trust Co.

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About Michael Quinton Clemm

Michael Clemm is an investment advisor representative at Chevy Chase Trust Co.. Michael has been in the industry for over 3 years. His experience includes a prior role at Goldman Sachs & Co. LLC. Michael holds a Series 63, Series 65, Series 3, Series 7TO and a SIE. Michael provides services such as financial planning, educational seminars and selection of other advisors.

Firm Information

Michael Clemm 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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Michael Clemm’s Registration & Firm History

MD

09/19/2023 - Present

Chevy Chase Trust Co. (BETHESDA MD)

DC

09/25/2020 - 04/05/2023

GOLDMAN SACHS & CO. LLC (WASHINGTON DC)

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Licenses & Designations

IA

Issued 09/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2020

Series 3 - National Commodity Futures Examination

BC

Issued 09/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Quinton Clemm.
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