Peter A. Fryer

3CHOPT INVESTMENT PARTNERS LLC

Richmond, VA 23226

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CRD#: 6280439

Professional summary

Peter Appleton Fryer is a registered financial advisor currently at 3CHOPT INVESTMENT PARTNERS LLC located in Richmond, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Peter has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Peter Appleton Fryer'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 2, 2024 - Present

3CHOPT INVESTMENT PARTNERS LLC

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

RIA

CRD#: 319125

Richmond, VA

Past

June 3, 2015 - September 23, 2020

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

June 2, 2015 - September 23, 2020

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

May 21, 2014 - May 5, 2015

STERNE, AGEE & LEACH, INC.

CRD#: 791

BIRMINGHAM, AL

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
(8/2/2024)

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: 8/2/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/20/2014

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/28/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2014

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

Peter A. Fryer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Appleton Fryer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

STERNE, AGEE & LEACH, INC.

Primary Firm SEC Registration

3CHOPT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2024

Series 66

Date: 10/20/2014

Series 7TO

Date: 2/28/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/20/2014

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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