Wendy
Moyers
Chevy Chase Trust Company
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About this Advisor
Wendy Moyers is a certified financial planner based out of Bethesda, Maryland with 2 years of relevant experience. Moyers currently works for Chevy Chase Trust Company. During their career, Moyers has held roles at Linden Oak Wealth Advisors LLC, May Barnhard Investments, LLC Dba Mbi, LLC, Chevy Chase Trust Company, Chain Bridge Bank, Fbb and Savant Capital Management. Moyers has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in District Of Columbia, Maryland and Virginia. Chevy Chase Trust Company is a registered investment firm that has its headquarters in Bethesda, MD. The firm has a total of 103 people on staff. It administers $32 billion in assets under management across its 4,695 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 4,695 accounts, 94% belong to high-net-worth individuals who have greater than $1 million in assets. Chevy Chase Trust Company offers a broad 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 fee schedules vary depending on which services the firm provides the client. Fees charged by Chevy Chase Trust Company can include some blend of 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
Wendy Moyers Work History
Wendy has been registered as a financial advisor for 2 years.*
Chevy Chase Trust Company
Chain Bridge Bank
May Barnhard Investments, LLC Dba Mbi, LLC
Linden Oak Wealth Advisors LLC
Savant Capital Management
Fbb
*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 Wendy Moyers 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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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.
