Investment adviser representative · Chevy Chase Trust Company
Spencer C. Smith
CRD 4430732 · Bethesda, MD
At a glance
Spencer C. Smith is an investment adviser representative with Chevy Chase Trust Company in Bethesda, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Spencer’s SEC record dates to 2010, about 16 years ago.
Current advisory firms
- Chevy Chase Trust CompanySince March 2010Bethesda, MD · $45B in regulatory assets
- Asb Capital Management LLCSince August 2019Bethesda, MD · $37B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 11 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Spencer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.