Stacy Constance Murchison
Investment Adviser Representative at Chevy Chase Trust Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stacy Constance Murchison is an investment adviser representative with Chevy Chase Trust Company in Bethesda, MD, where they have been registered since 2006, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama, District of Columbia, Maryland, and Virginia.
Office
Advisors at this office: 39
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, District of Columbia, Maryland, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Chevy Chase Trust CompanyAug 2006 – no end date reportedBethesda, MD
- Chevy Chase TrustAug 2006 – no end date reportedBethesda, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Chevy Chase Trust Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $3,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Investment Management - First $2M1.25%
- Investment Management - Next $3M1.00%
- Investment Management - Next $5M0.75%
- Investment Management - Balance0.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bethesda, MD
- SEC file number:
- 801-55134
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Chevy Chase Trust Company
Showing 12 of 40 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stacy Constance Murchison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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