Michael Quinton Clemm
Investment adviser representative at Chevy Chase Trust Company
12 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
12 years in the industry.
- Chevy Chase Trust CompanyJul 2023 to now
- UnemployedMay 2023 to Jun 2023
- Goldman SachsJul 2020 to Apr 2023
- Darden Graduate Business SchoolAug 2019 to Jun 2020
- Bridgewater AssociatesJun 2019 to Aug 2019
- Darden Graduate School of BusinessAug 2018 to Jun 2019
- Eidos Napoli - A Subsidiary of Isaia Corp.Jan 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
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
- 7282082
- Firm CRD
- 110742