Randy Alan Ryan

Financial advisor at Chevy Chase Trust Company · Bethesda, MD

Last updated 2026-10-10

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Randy Alan Ryan is a financial advisor at Chevy Chase Trust Company in Bethesda, MD, CRD 5337389. Licenses and exams on the registration: Series 63. IAPD registration began 2007-08-31.

Registration

CRD number
5337389
Registration status
Active
IAPD registration
2007-08-31
Industry Experience
19 years
Work Experience
19 years
States registered
DC, MD, VA

Licenses and exams

  • Series 63

Designations

  • Personal Financial Specialist

Work history

  • 2007-04 to 2020-06 · Mason Investment Advisory Services, Inc. · Reston, VA
  • 2020-07 to 2023-12 · Oars Capital · Dillsburg, PA
  • 2023-12 to Present · Chevy Chase Trust Company · Bethesda, MD

Current employment

SEC IAPD record for Randy Alan Ryan

Chevy Chase Trust Company

Regulatory AUM
$44,925,270,699
Registered advisors
41
Offices
2
Clients per advisor
30.4 (Low)
Average AUM per client
$36.1M (Moderate)
High-net-worth client ratio
94.5% (Very high)

Chevy Chase Trust Company: advisors, services and reported ETF investments

About

Randy Alan Ryan is a Personal Financial Specialist financial advisor at Chevy Chase Trust Company in Bethesda, MD. Reported securities licenses include Series 63. The latest record indicates 19 years of industry experience and 19 years of reported work history. Reported roles include Oars Capital, Mason Investment Advisory Services, Inc..

SEC disclosures list additional business and community activities: Randy Ryan Resigned As An Employee From Oars Capital On December 1: He remains a 10% shareholder of the company; A final buyout agreement is currently being negotiated.

Chevy Chase Trust Company's firm-level Form ADV reports 41 advisors across 2 offices; approximately 30.4 clients per advisor, average assets per client of $36,084,555, and regulatory AUM of $44.9B; client categories including High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Chevy Chase Trust Company on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Trust Company
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Sponsor or GP of Pooled Investment Vehicl

Location

7501 Wisconsin Avenue, Bethesda, MD 20814

40 advisors at this office.

Chevy Chase Trust office in Bethesda, MD

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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