Claire Virginia Voorhees
Investment adviser representative at Chevy Chase Trust Company
10 yearsExperience
3 statesRegistered in
$44.9BFirm assets
28 yearsFirm in business
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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 CompanyFeb 2022 to now
- N/aNov 2021 to Jan 2022
- Saybrook Fund AdvisorsJul 2021 to Oct 2021
- N/aOct 2020 to Jun 2021
- Wells FargoJun 2016 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
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
- 5003643
- Firm CRD
- 110742