Scott Jordan Storey
Investment adviser representative at 3chopt Investment Partners LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- 3chopt Investment Partners, LLCMar 2022 to now
- Ba Securities, LLCMay 2018 to Aug 2022
- Ralston Creek CapitalMay 2017 to Dec 2020
- Bb&t Securities, LLCJan 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 4406693
- Firm CRD
- 319125