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Amy Priscilla Raskin

Chevy Chase Trust Co.

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About Amy Priscilla Raskin

Amy Priscilla Raskin is an Investment Advisor Representative at Chevy Chase Trust Co. in Bethesda, Maryland. Amy Raskin has over 20 years of experience in the financial services industry. Amy holds the Series 7, 63, and 65 licenses. Amy has been with Chevy Chase Trust Co. since 2014 and has been registered with the Securities and Exchange Commission since 2015.

Firm Information

Amy Raskin is currently registered with Chevy Chase Trust Co.. Chevy Chase Trust Co. is a Bethesda, MD-based firm offering investment management, financial planning, and trustee services. They manage assets for individuals, businesses, investment companies, and pooled investment vehicles, as well as for charitable organizations, insurance companies, and state or municipal government entities. The firm manages $36 billion in assets for approximately 4,800 clients.
Chevy Chase Trust Co.

7501 WISCONSIN AVENUE

BETHESDA, MD 20814

$36.01B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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trustee and investment manager for collective funds

Trustee and investment manager for collective funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Raskin’s Registration & Firm History

MD

01/13/2015 - Present

Chevy Chase Trust Co. (BETHESDA MD)

NY

10/10/2000 - 11/09/2000

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

03/25/1999 - 10/10/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

09/22/1997 - 03/31/1999

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Priscilla Raskin.
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