Chevy Chase Trust Company
Chevy Chase Trust Company (CRD# 110742) is a financial advisory firm headquartered in Bethesda, MD. They manage $36,006,471,975 in 4,811 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management36,006MILLION
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Total Number of Accounts4,811ACCOUNTS
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Average Account Value$7,484,197
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Justin Liberti (CRD# 4811754) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 19 years of experience in the finance industry.
Judy McCoy (CRD# 2669939) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 28 years of experience in the finance industry.
Stacy Murchison (CRD# 1648229) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 36 years of experience in the finance industry.
Lynn Panagos (CRD# 4718076) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 21 years of experience in the finance industry.
Craig Pernick (CRD# 1110109) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 40 years of experience in the finance industry.
Amy Raskin (CRD# 2080680) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 26 years of experience in the finance industry.
Clyde Robinson (CRD# 5877324) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 8 years of experience in the finance industry.
Spencer Smith (CRD# 4430732) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 22 years of experience in the finance industry.
Jastinder Sohi (CRD# 5719663) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 13 years of experience in the finance industry.
Michael Stafford (CRD# 4438699) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 18 years of experience in the finance industry.