Justin
Liberti

Chevy Chase Trust Company

CRD#4811754
Investment Advisor
in Bethesda, MD

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About this Advisor

Justin Liberti is a financial advisor working in Bethesda, Maryland who has 14 years of industry experience. Liberti is on the advisory team at Chevy Chase Trust Company. Their career trajectory has included roles at Chevy Chase Trust Company. Liberti maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California and Maryland. Chevy Chase Trust Company is an advisory company based out of Bethesda, MD. The company has a total of 103 advisors. It oversees $32 billion in assets between its 4,695 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 45 charities and foundations. Of its 4,695 client accounts, 94% belong to high-net-worth clients who have at least $1 million in assets available to invest. Chevy Chase Trust Company offers a diverse range of services, including 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 charged by financial advisors largely are based on which service is offered. However, fees charged by Chevy Chase Trust Company can include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

14 years

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, Publication of periodicals or newsletters, 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

$32,026,434,099

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

103

MD Average: 45
Total Number of Accounts

4,695

MD Average: 765
Average Account Size

$6,821,392

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Justin Liberti Work History

Justin has been registered as a financial advisor for 14 years.*

2022 - Present (2 years)

Chevy Chase Trust Company

2014 - 2022 (8 years)

Chevy Chase Trust Company

2009 - 2014 (5 years)

Chevy Chase Trust Company

*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 Justin Liberti 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

Frederick Hopkins
Bethesda, MD
Jeffrey Dillman
Bethesda, MD
Melanie Simons
Bethesda, MD
Paula Landau
Bethesda, MD
Robert Eubank
Bethesda, MD
Andrew Morgan
Bethesda, MD
Christopher Young
Bethesda, MD
Wendy Moyers
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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