Wendy Marie Moyers
Investment adviser representative at Chevy Chase Trust Company
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$44.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Chevy Chase Trust CompanyJun 2021 to now
- Chain Bridge BankMay 2020 to May 2021
- May Barnhard Investments, LLC dba Mbi, LLCSep 2017 to Apr 2020
- Linden Oak Wealth Advisors LLCAug 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Chevy Chase Trust Company
$44.9BAssets managed
1,245Clients
32Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2656926
- Firm CRD
- 110742