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Claire Virginia Voorhees

Chevy Chase Trust Company

Bethesda, MD

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Current Employers
Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-01-12
MD RA APPROVED 2026-01-12
VA RA APPROVED 2022-07-29
  • DC RA
    APPROVED
    Since 2026-01-12
  • MD RA
    APPROVED
    Since 2026-01-12
  • VA RA
    APPROVED
    Since 2022-07-29

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo San Francisco CA 06/2016 09/2020
N/A Chevy Chase MD 10/2020 06/2021
Saybrook Fund Advisors Santa Monica CA 07/2021 10/2021
N/A Washington DC 11/2021 01/2022
Chevy Chase Trust Company Bethesda MD 02/2022 Present
  • 06/2016 → 09/2020
    Wells Fargo
    San Francisco, CA
  • 10/2020 → 06/2021
    N/A
    Chevy Chase, MD
  • 07/2021 → 10/2021
    Saybrook Fund Advisors
    Santa Monica, CA
  • 11/2021 → 01/2022
    N/A
    Washington, DC
  • 02/2022 → Present
    Chevy Chase Trust Company
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-29
S63 Uniform Securities Agent State Law Examination 2010-09-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-29
  • S63 Uniform Securities Agent State Law Examination
    2010-09-29
Other Names
  • Claire V Voorhees

View on SEC IAPD

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BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
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