Alok Bhatt
Investment adviser representative at Chevy Chase Trust Company
13 yearsExperience
3 statesRegistered in
$44.9BFirm assets
28 yearsFirm in business
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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
13 years in the industry.
- Chevy Chase Trust CompanyJul 2023 to now
- JPMorgan Chase Bank NANov 2021 to Jun 2023
- JPMorgan Securities LLCNov 2021 to Jun 2023
- Wells Fargo Advisors, LLCFeb 2021 to Jul 2021
- Wells Fargo Bank, NAJan 2018 to Nov 2021
- The Related GroupDec 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 5623954
- Firm CRD
- 110742