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Stacy Constance Murchison

Chevy Chase Trust Company

Bethesda, MD

CRD 1648229

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Employer firm

Chevy Chase Trust Company CRD 110742

$44.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Chevy Chase Trust Company

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-03-18
DC RA APPROVED 2006-12-14
MD RA APPROVED 2006-11-20
VA RA APPROVED 2006-11-20
  • AL RA
    APPROVED
    Since 2021-03-18
  • DC RA
    APPROVED
    Since 2006-12-14
  • MD RA
    APPROVED
    Since 2006-11-20
  • VA RA
    APPROVED
    Since 2006-11-20

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
Chevy Chase Trust Company Bethesda MD 08/2006 Present
Chevy Chase Trust Bethesda MD 08/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-17
S63 Uniform Securities Agent State Law Examination 1987-05-15
  • S65 Uniform Investment Adviser Law Examination
    2006-11-17
  • S63 Uniform Securities Agent State Law Examination
    1987-05-15
Designations
  • Chartered Financial Consultant
Other Names
  • Stacy Murchison Peacock

View on SEC IAPD

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