James Minh Nguyen
Investment adviser representative at Chevy Chase Trust Company
17 yearsExperience
3 statesRegistered in
$44.9BFirm assets
28 yearsFirm in business
Are you James Minh Nguyen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Chevy Chase Trust CompanyMay 2022 to now
- Bdo Wealth Advisors, LLCNov 2019 to May 2022
- Biegel WallerNov 2019 to Jan 2020
- Complex Capital Management, LLCMar 2018 to Nov 2019
- Lockheed Martin Investment ManagementMar 2009 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Chevy Chase Trust Company
$44.9BAssets managed
1,245Clients
32Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2926593
- Firm CRD
- 110742