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Investment Adviser Firm Summary

CHEVY CHASE TRUST COMPANY (CRD# 110742 / SEC# 801-55134)
Alternate Names: AMI, A DIVISION OF CHEVY CHASE TRUST COMPANY , CHEVY CHASE CAPITAL ADVISORS , CHEVY CHASE TRUST COMPANY , CHEVY CHASE TRUST INVESTMENT ADVISERS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 12/24/1997

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 12/21/2001
Arizona 03/28/2013
California 12/21/2001
Colorado 04/16/2010
Connecticut 12/21/2001
Delaware 06/25/2007
District of Columbia 01/29/1993
Florida 09/12/1994
Georgia 01/13/2004
Illinois 10/01/2002
Indiana 07/17/2008
Louisiana 07/17/2008
Maryland 10/12/1990
Massachusetts 11/07/2005
Michigan 11/07/2005
Minnesota 07/17/2008
Missouri 07/17/2008
New Hampshire 03/28/2013
New Jersey 07/11/2007
New York 12/21/2001
North Carolina 12/21/2001
Ohio 11/07/2005
Oregon 03/31/2017
Pennsylvania 06/19/2007
Rhode Island 03/30/2018
Tennessee 03/28/2013
Texas 04/18/1995
Virginia 01/01/2001
Washington 05/28/2014
West Virginia 05/20/2015
Wisconsin 07/17/2008
Wyoming 03/30/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser