Mark Andrew Levin
Investment adviser representative at 3chopt Investment Partners LLC
10 yearsExperience
1 stateRegistered in
$889.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- 3chopt Investment Partners LLCJul 2026 to now
- North Arrow Capital (millennium Partners)Mar 2025 to Jun 2026
- Scopus Asset ManagementFeb 2023 to Mar 2025
- Impala Asset ManagementJan 2021 to Feb 2023
- The Benchmark CompanyJan 2020 to Jan 2021
- Seaport Global SecuritiesOct 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
3chopt Investment Partners LLC
$889.4MAssets managed
236Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2622699
- Firm CRD
- 319125