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Michael S Gildenhorn

Investment Adviser Representative at Chevy Chase Trust Company

Bethesda, MDCRD #1494535Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
36 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael S. Gildenhorn is an investment adviser representative with Chevy Chase Trust Company in Bethesda, MD, where they have been registered since 2005. They have worked in the securities industry since 1990 and have been registered with 3 firms, including Chevy Chase Financial Services and Asset Management Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in 9 states.

Office

7501 Wisconsin Avenue, 15th Floor
Bethesda, MD 20814

Advisors at this office: 39

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Colorado, Delaware, District of Columbia, Maryland, New York, Ohio, Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/28/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Chevy Chase Trust CompanyCurrent
11/22/2005 – Bethesda, MD
Chevy Chase Financial Services
9/6/2007 – 3/26/2009Bethesda, MD
Asset Management Inc
10/1/1990 – 11/22/2005Chevy Chase, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Chevy Chase Trust Company
    Oct 2005 – no end date reportedBethesda, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Chevy Chase Trust Company

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$3,000,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Investment Management - First $2M1.25%
  • Investment Management - Next $3M1.00%
  • Investment Management - Next $5M0.75%
  • Investment Management - Balance0.50%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
2
Main office:
Bethesda, MD
SEC file number:
801-55134

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Chevy Chase Trust Company

Showing 12 of 40 in the directory

View Chevy Chase Trust Company firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael S Gildenhorn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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