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Tapfuma Filex Chibaya

Chevy Chase Trust Co.

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About Tapfuma Filex Chibaya

Tapfuma Chibaya is a financial advisor at Chevy Chase Trust Co. based in Bethesda, MD. Tapfuma holds the Series 7, Series 63, Series 86, Series 87 and Series 79 licenses. Tapfuma is also a Chartered Financial Analyst (CFA). Before joining Chevy Chase Trust Co. in August of 2016, Tapfuma worked at JP Morgan Securities LLC in New York, NY.

Firm Information

Tapfuma Chibaya 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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Tapfuma Chibaya’s Registration & Firm History

MD

02/18/2020 - Present

Chevy Chase Trust Co. (BETHESDA MD)

NY

07/28/2014 - 08/25/2016

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/01/2011 - 07/11/2014

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 11/21/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/05/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tapfuma Filex Chibaya.
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