Mark Levin
3chopt Investment Partners · Richmond, Virginia
Mark Levin is a fee-only financial advisor at 3chopt Investment Partners in Richmond, Virginia. 3chopt Investment Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 3chopt Investment Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $889.4M across 645 accounts |
| SEC registration | Investment adviser representative in VA · CRD 2622699 |
| Exams passed | Series 65 (2026) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.3choptinvest.com |
| Profile |
How Mark's firm compares
- 3chopt Investment Partners's average account is about $1.4 million, from its Form ADV (assets managed divided by 645 accounts).
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Questions about Mark
Is Mark Levin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and 3chopt Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, 3chopt Investment Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Levin based?
Mark Levin is based in Richmond, Virginia.
Is Mark Levin registered with the SEC?
Yes. Mark Levin is registered as an investment adviser representative in VA (CRD 2622699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3chopt Investment Partners manage?
3chopt Investment Partners reports $889.4M across 645 accounts in assets under management.
How do I contact Mark Levin?
Through Mark's website, www.3choptinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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