Unclaimed Profile

Stuart Preston Dillard

3CHOPT INVESTMENT PARTNERS LLC·RICHMOND, Virginia

SIE, Series 7, Series 63, Series 65, Series 66Clean record20 years registered3CHOPT INVESTMENT PARTNERS LLC

1801 LIBBIE AVENUE; SUITE 106, RICHMOND, VA 23226CRD# 4217314Firm CRD# 319125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stuart Preston Dillard · RICHMOND, VA

Registration

CRD #4217314 · 3CHOPT INVESTMENT PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

3CHOPT INVESTMENT PARTNERS LLC

Apr 2022 – present

THOMPSON SIEGEL & WALMSLEY LLC

Mar 2006 – Apr 2022

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · March 31, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

3CHOPT INVESTMENT PARTNERS LLC

CRD 319125 · SEC 801-123462

AUM

$629M

Regulatory assets under management

Employees

412 client accounts

Services offered by 3CHOPT INVESTMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 3CHOPT INVESTMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Stuart Preston Dillard offer?

Stuart Preston Dillard specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Stuart Preston Dillard's credentials?

Stuart Preston Dillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stuart Preston Dillard located?

Stuart Preston Dillard is based in RICHMOND, Virginia, working with 3CHOPT INVESTMENT PARTNERS LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Stuart Preston Dillard charge for services?

Stuart Preston Dillard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 3CHOPT INVESTMENT PARTNERS LLC?

3CHOPT INVESTMENT PARTNERS LLC has approximately 5 employees and manages $629M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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