Role at Chevy Chase Trust
- Title on Schedule A
- Chief Operating Officer
- Control
- Lynn Panagos is a control person of Chevy Chase Trust.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Lynn Panagos has held the filed role since July 2012.
The firm
Form ADV filed 31 March 2026
Career on record
Lynn Panagos has been registered through Chevy Chase Trust since October 2003.
- Asb Capital Management LLCCurrent– present · 2 yearsBethesda, MD · Adviser representative · Firm CRD 110995
- Chevy Chase Trust CompanyCurrent– present · 23 yearsBethesda, MD · Adviser representative · Firm CRD 110742
- Passed Series 65 · 2002
Registrations and exams
Lynn Panagos has a current investment-adviser registration in District of Columbia, Maryland and Virginia and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| District of Columbia | Investment adviser representative | Approved | 9 October 2003 |
| Maryland | Investment adviser representative | Approved | 7 October 2003 |
| Virginia | Investment adviser representative | Approved | 23 February 2006 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 2002 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Lynn M. Panagos
- CRD
- 4718076
- Registration status
- Investment adviser registration
- Office
- 7501 WISCONSIN AVENUE, 14TH FLOOR, Bethesda, MD 20814
- Firm bio
- chevychasetrust.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Chevy Chase Trust lists Lynn M. Panagos as Senior Managing Director and Chief Client Services & Operations Officer. Official Chevy Chase Trust people page
Common questions
Where does Lynn Panagos work?
Lynn Panagos has been Chief Operating Officer of Chevy Chase Trust Company since July 2012, and is a control person of the firm.
Is Lynn Panagos a financial advisor?
Yes. Lynn Panagos has a current investment-adviser registration in District of Columbia, Maryland and Virginia, through Chevy Chase Trust since October 2003, as of 18 October 2026.
How many years of experience does Lynn Panagos have?
Lynn Panagos has worked in the financial industry for 23 years as of 18 October 2026, counted from 6 October 2003, across 2 adviser firms.
What exams has Lynn Panagos passed?
Lynn Panagos passed the Series 65 in November 2002.
Where is Lynn Panagos based?
Lynn Panagos’ registered office is in Bethesda, MD.
Leadership at Chevy Chase Trust
- John WhitakerPresident, CEO and Director
- Joel FriedmanChief Financial Officer
- Paul DuncanChief Compliance Officer
- George ClancyDirector
- Gilbert GrosvenorDirector
- Kevin HeilendayGeneral Counsel
- William McSweenyDirector
- Howard PlattsDirector
- Earl PowellDirector
- Bernard SaulChairman of the Board of Directors and Director
- Patricia SaulVice Chair of the Board of Directors and Director
- Wendelin WhiteDirector