Chief Operating Officer · Chevy Chase Trust Company
Lynn M. Panagos
CRD 4718076 · Named on Form ADV at one SEC-registered adviser
At a glance
Chevy Chase Trust Company, an SEC-registered private fund adviser based in Bethesda, MD with $44.9 billion in regulatory assets, lists Lynn M. Panagos on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Chevy Chase Trust CompanyChief Operating OfficerPrivate fund adviser · Bethesda, MD · $45B in regulatory assets
AtlasMembers
Lynn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (12)
- Bernard F. SaulChairman of the Board of Directors and Director, Chevy Chase Trust Company
- William F. McSweenyDirector, Chevy Chase Trust Company
- Paul R. DuncanChief Compliance Officer, Chevy Chase Trust Company
- Howard G. PlattsDirector, Chevy Chase Trust Company
- Gilbert M. GrosvenorDirector, Chevy Chase Trust Company
7 more people named with Lynn on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.