Amy
Raskin
Chevy Chase Trust Company
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About this Advisor
Amy Raskin is a financial advisor operating out of Bethesda, Maryland with a total of 8 years of relevant experience. Raskin is on the advisory team at Chevy Chase Trust Company. Over the course of their career, Raskin has held roles at Alliance Bernstein and Chevy Chase Trust Company. Raskin maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Chevy Chase Trust Company is an advisory company that has its headquarters in Bethesda, MD. It has a total of 103 people on staff. It administers $32 billion in assets under management across its 4,695 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 45 charities and foundations. Of its 4,695 client accounts, 94% are held by high-net-worth investors who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Chevy Chase Trust Company likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chevy Chase Trust Company Brokerage Details
$32,026,434,099
103
4,695
$6,821,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Amy Raskin Work History
Amy has been registered as a financial advisor for 8 years.*
Chevy Chase Trust Company
Alliance Bernstein
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Raskin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chevy Chase Trust Company
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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