Mark A. Levin

3CHOPT INVESTMENT PARTNERS

RICHMOND, VA 23226

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CRD#: 2622699

Professional summary

Mark Andrew Levin, who also goes by Mark A Levin, Mark Andrew Levin, is a registered financial advisor currently at 3CHOPT INVESTMENT PARTNERS LLC located in Richmond, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mark has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 86, Series 87 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Mark A Levin | Mark Andrew Levin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Levin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 6, 2026 - Present

3CHOPT INVESTMENT PARTNERS LLC

Office #1: 1801 Libbie Avenue; Suite 106, Richmond, VA 23226

RIA

CRD#: 319125

RICHMOND, VA

Past

January 2, 2020 - January 5, 2021

CRD#: 1588

RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

3CHOPT INVESTMENT PARTNERS LLC

CRD#: 319125 / SEC#: 801-123462

RIA

Registered Investment Advisory firm - (3/18/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/24/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 3/11/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 12/17/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 3/1/2002

General Securities Representative Examination

Current Firm

3CHOPT INVESTMENT PARTNERS LLC

CRD#: 319125 / SEC#: 801-123462

RIA

Registered Investment Advisory firm - (3/18/2022 Approved)

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Contact information

Main Address

1801 Libbie Avenue; Suite 106, Richmond, VA 23226

Mailing Address

Phone number

(804) 401-1840

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3CHOPT ADV 2A 10.23.2025 (10/23/2025)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 739,134,834

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark A. Levin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Levin's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BENCHMARK COMPANY, LLC

SEAPORT GLOBAL SECURITIES LLC

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

INVESTMENT MANAGEMENT OF VIRGINIA, LLC

DYNAMIS ADVISORS, LLC

DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

Primary Firm SEC Registration

3CHOPT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2026

Series 66

Date: 6/24/2002

SIE

Date: 10/1/2018

Series 86

Date: 3/11/2005

Series 87

Date: 12/17/2004

Series 7

Date: 3/1/2002

Current Firm

3CHOPT INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3CHOPT INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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