Scott J. Storey

3CHOPT INVESTMENT PARTNERS LLC

Richmond, VA 23226

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CRD#: 4406693

Professional summary

Scott Jordan Storey, who also goes by Scott Storey, is a registered financial advisor currently at 3CHOPT INVESTMENT PARTNERS LLC located in Richmond, Virginia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Scott has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Storey

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)MEDIVISUALS HOLDCO NOT INVESTMENT RELATED 3311 W BROAD ST RICHMOND, VA 23230 HOLDING COMPANY FOR MEDIVISUALS LLC. SHAREHOLDER AND BOARD MEMBER EFFECTIVE 12/2021 1 HR DEVOTED; 1 HR DURING TRADING PROVIDE OPINION ON BUSINESS RELATED MATTERS. 2)ZERO II ONE 310 WESTOE RD, RICHMOND, VA 23229 PROVIDES BUSINESS MANAGEMENT SERVICES TO MEDIVISUALS SHAREHOLDER/CO-OWNER DECEMBER 2021 2 HOURS DEVOTED/2 HOURS DURING TRADING PROVIDE BUSINESS MANAGEMENT SERVICES TO ZERO II ONE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jordan Storey'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 11, 2022 - Present

3CHOPT INVESTMENT PARTNERS LLC

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

RIA

CRD#: 319125

Richmond, VA

Past

May 21, 2018 - August 23, 2022

BA SECURITIES, LLC

CRD#: 153489

W. CONSHOHOCKEN, PA

Past

January 2, 2013 - May 9, 2017

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

July 9, 2010 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

Past

December 15, 2003 - June 7, 2010

CARY STREET PARTNERS

CRD#: 128089

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
(4/11/2022)

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

IAR

Series 65

Date: 4/11/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2003

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

Scott J. Storey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jordan Storey's CRS (Customer Relationship Summary).

Certified licenses

Experience

BA SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

CARY STREET PARTNERS

Primary Firm SEC Registration

3CHOPT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2022

Series 63

Date: 11/13/2003

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2003

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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