Skip to content

Randy Alan Ryan

Investment adviser representative at Chevy Chase Trust Company
19 yearsExperience
3 statesRegistered in
PFSDesignation
$44.9BFirm assets

Are you Randy Alan Ryan? Claim your profile

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

19 years in the industry.

  1. Chevy Chase Trust CompanyDec 2023 to now
  2. Oars CapitalJul 2020 to Dec 2023
  3. Mason Investment Advisory Services, Inc.Apr 2007 to Jun 2020

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007

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
5337389
Firm CRD
110742
Advisor's SEC record (opens in a new tab)
CallContact this firm