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Christine M. Wallace

Chevy Chase Trust Co.

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About Christine M. Wallace

Christine M. Wallace is an Investment Advisor Representative at Chevy Chase Trust Co., located in Bethesda, MD. Christine has been in the financial services industry since 1994. Christine holds the Series 6, 7, 63 and 65 licenses.

Firm Information

Christine Wallace 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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Christine Wallace’s Registration & Firm History

MD

01/15/2020 - Present

Chevy Chase Trust Co. (BETHESDA MD)

MD

10/06/2008 - 03/20/2009

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

DC

07/26/2006 - 03/06/2008

UST SECURITIES CORP. (WASHINGTON DC DC)

NY

03/24/1995 - 08/31/2001

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/09/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/11/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine M. Wallace.
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