William M. Thomas
Investment adviser representative at 3chopt Investment Partners LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$889.4MFirm assets
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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
11 years in the industry.
- 3chopt Investment Partners LLCApr 2022 to now
- Funds Distributor, LLCAug 2021 to Apr 2022
- Thompson, Seigel & Walmsley LLCJun 2015 to Apr 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7411901
- Firm CRD
- 319125