Frederick
Hopkins

Chevy Chase Trust Company

CRD#4825394
Investment Advisor
in Bethesda, MD

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About this Advisor

Frederick Hopkins is a financial advisor based in Bethesda, Maryland, working with Chevy Chase Trust Company. Frederick has previously held positions at Wilmington Trust, N.A and Chevy Chase Trust Company. Frederick is registered to provide services in Maryland and Virginia. Currently, Frederick is part of Chevy Chase Trust Company, which operates out of Bethesda, Maryland. The firm has 1 office and 108 employees. The firm manages assets totaling $36.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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, educational seminars, and other services. The fee structure at Chevy Chase Trust Company includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7501 Wisconsin Avenue 15Th Floor
Bethesda, MD 20814

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Chevy Chase Trust Company Brokerage Details

Total Assets Under Management

$36,006,471,975

MD Average: $6,889,882,315
Total Number of Employees

108

MD Average: 45
Total Number of Accounts

4,811

MD Average: 765
Average Account Size

$7,484,197

MD Average: $9,006,382

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
  • Educational seminars/workshops
  • Other

Frederick Hopkins Work History

2021 - Present (3 years)

Chevy Chase Trust Company

2013 - 2021 (8 years)

Wilmington Trust, N.A

Disclosures

Please visit the SEC profile of Frederick Hopkins 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

Michael Clemm
Bethesda, MD
Amy Raskin
Bethesda, MD
Claire Voorhees
Bethesda, MD
Garrett Collier
Bethesda, MD
Justin Liberti
Bethesda, MD
Paula Landau
Bethesda, MD
Jeffrey Dillman
Bethesda, MD
Frederick Hopkins
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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