William M. Thomas

3CHOPT INVESTMENT PARTNERS LLC

Richmond, VA 23226

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CRD#: 7411901

Professional summary

William M. Thomas, CFP®, who also goes by William M. Thomas, William Mcinerny Thomas, is a registered financial advisor currently at 3CHOPT INVESTMENT PARTNERS LLC located in Richmond, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William M. Thomas | William Mcinerny Thomas

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 William M. Thomas'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

April 26, 2022 - Present

3CHOPT INVESTMENT PARTNERS LLC

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

RIA

CRD#: 319125

Richmond, VA

Past

December 20, 2021 - April 26, 2022

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

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
(4/26/2022)

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

General Industry/Product Exam

Series 7TO

Date: 12/20/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/23/2021

Securities Industry Essentials 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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William M. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William M. Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

3CHOPT INVESTMENT PARTNERS LLC

FUNDS DISTRIBUTOR, LLC

Primary Firm SEC Registration

3CHOPT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 12/20/2021

SIE

Date: 9/23/2021

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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