Tapfuma
Chibaya

Chevy Chase Trust Company

CRD#5937524
Investment Advisor
in Bethesda, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tapfuma Chibaya is a chartered financial analyst working in Bethesda, Maryland, with 3 years of relevant experience. Chibaya currently works for Chevy Chase Trust Company. Chibaya has gained experience at Credit Suisse Securities (Usa) LLC, Jp Morgan Securities LLC and Chevy Chase Trust Company. Chibaya maintains a Series 63 license, certifying them as a securities broker, and is approved to serve investors in District Of Columbia, Maryland and Virginia. Chevy Chase Trust Company is an advisory company headquartered in Bethesda, MD. The company has a total of 103 people on staff. It handles $32 billion in assets across its 4,695 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 45 charities and foundations. Of its 4,695 client accounts, 94% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Chevy Chase Trust Company performs a wide 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. Financial advisory fees usually are based on which service is provided. However, fee types billed by Chevy Chase Trust Company most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Tapfuma Chibaya Work History

Tapfuma has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Chevy Chase Trust Company

2014 - 2016 (2 years)

Jp Morgan Securities LLC

2011 - 2014 (3 years)

Credit Suisse Securities (Usa) LLC

*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 Tapfuma Chibaya 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

Melanie Simons
Bethesda, MD
Frederick Hopkins
Bethesda, MD
Paula Landau
Bethesda, MD
Jeffrey Dillman
Bethesda, MD
Christopher Young
Bethesda, MD
Robert Eubank
Bethesda, MD
Wendy Moyers
Bethesda, MD
Debritu Kassa
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started