Stuart P. Dillard

3CHOPT INVESTMENT PARTNERS LLC

Richmond, VA 23226

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CRD#: 4217314

Professional summary

Stuart Preston Dillard, who also goes by Preston Dillard, is a registered financial advisor currently at 3CHOPT INVESTMENT PARTNERS LLC located in Richmond, Virginia.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stuart has worked at 5 firms and has passed the Series 63, Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Preston Dillard

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.

1) COUNTRY CLUB OF VIRGINIA; NON-INVESTMENT RELATED; COUNTRY CLUB; RICHMOND, VA; START 12/2020; BOARD MEMBER; BOARD AND COMMITTEE WORK; 2 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Preston Dillard'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

April 14, 2022 - Present

3CHOPT INVESTMENT PARTNERS LLC

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

RIA

CRD#: 319125

Richmond, VA

Past

January 2, 2014 - April 18, 2022

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

RICHMOND, VA

Past

December 16, 2008 - December 31, 2013

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

RICHMOND, VA

Past

March 31, 2006 - April 19, 2022

THOMPSON SIEGEL & WALMSLEY LLC

RIA

CRD#: 105726

RICHMOND, VA

Past

August 10, 2000 - August 24, 2001

ANDERSON & STRUDWICK, INCORPORATED

CRD#: 48

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

Georgia
(9/20/2023)

IAR

Virginia
(4/14/2022)

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

Series 63

Date: 5/8/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/30/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/6/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2008

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

Stuart P. Dillard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Preston Dillard's CRS (Customer Relationship Summary).

Certified licenses

Experience

FUNDS DISTRIBUTOR, LLC

OLD MUTUAL INVESTMENT PARTNERS

THOMPSON SIEGEL & WALMSLEY LLC

ANDERSON & STRUDWICK, INCORPORATED

Primary Firm SEC Registration

3CHOPT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/8/2009

Series 65

Date: 3/30/2006

Series 66

Date: 11/6/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/15/2008

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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