Marc Wishkoff

from Chevy Chase Trust Company
SEC regulated
Regulated Investment Advisor
Marc Wishkoff is a financial advisor based in Maryland, Bethesda, with 17 years of experience. Marc currently works for Chevy Chase Trust Company. Marc maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Marc Wishkoff works at Chevy Chase Trust Company
Chevy Chase Trust Company is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $32,026,434,099 of assets under management and employs about 103 people. Chevy Chase Trust Company uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
7501 Wisconsin Avenue, 15th Floor, Bethesda, Maryland, 20814

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