Frederick Matson Hopkins
Investment adviser representative at Chevy Chase Trust Company
13 yearsExperience
2 statesRegistered in
CFADesignation
$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
13 years in the industry.
- Chevy Chase Trust CompanyNov 2021 to now
- UmemployedJul 2021 to Nov 2021
- Wilmington Trust, N.A.Jan 2013 to Jul 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (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
- 4825394
- Firm CRD
- 110742