# CHEVY CHASE SECURITIES, INC.

CHEVY CHASE SECURITIES, INC. of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 14894
- Type: SEC-registered investment adviser
- SEC file number: 801-46021
- Location: 7501 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Phone: 240-497-7200
- Latest filing: 2010-02-10
- Regulatory AUM: $125.1M
- Discretionary AUM: $125.1M
- Clients: 11
- Accounts: 922

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| MURPHY DANIEL J | DIRECTOR | — |
| FERKO ALLISON ANN | CHIEF LEGAL OFFICER | — |
| WELBER PETER MICHAEL | DIRECTOR | — |
| CLARK ERNEST LEE | DIRECTOR AND PRESIDENT | — |
| BOYLE ALEXANDER R M | CHAIRMAN AND DIRECTOR | — |
| HALPIN STEPHEN ROBERT JR | DIRECTOR; DIRECTOR AND VICE PRESIDENT | — |
| CLANCY GEORGE PATRICK JR | DIRECTOR | — |
| MCSWEEN WILLIAM SCOTT | DIRECTOR | — |
| ROWAN SHANNON BARROW | GROUP VICE PRESIDENT; VICE PRESIDENT | — |
| MACKAY HOLLY PRICE | VICE PRESIDENT; VICE PRESIDENT AND SENIOR REGISTERED OPTIONS PRINCIPAL | — |
| MUDLAFF THOMAS JAMES | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND DIRECTOR | — |
| GOTTWALD MICHELLE DAVIDSON | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND FINANCIAL AND OPERATIONS PRINCIPAL; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS (+1 more) | — |
| BARTOLINI FRANK PAUL | VICE PRESIDENT | — |
| THEOBOLD STEPHEN P | DIRECTOR | — |
| TREBLE TIMOTHY | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS; DIRECTOR | — |
| THEOBALD STEPHEN PATRICK | DIRECTOR | — |
| DAUFELDT MEGAN CLOUGHLEY | VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL | — |
| NORRIS NATALIE MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/14894/brochure
- Similar advisers: https://search.stillhousedata.com/firm/14894/similar
- Related entities: https://search.stillhousedata.com/firm/14894/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/14894

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.