Managing Member · Third View Private Wealth
Jerry R. Sneed
CRD 5654825 · Named on Form ADV at one SEC-registered adviser
At a glance
Third View Private Wealth, an SEC-registered wealth manager based in Westport, CT with $1.2 billion in regulatory assets, lists Jerry R. Sneed on its Form ADV as Managing Member, a control person.
Firms and roles
- Third View Private WealthManaging MemberWealth manager · Westport, CT · $1.2B in regulatory assets
AtlasMembers
Jerry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- FRANCIS J. MCKIERNANManaging Member, Third View Private Wealth
- Zoltan PongraczManaging Member, Third View Private Wealth
- Christopher L. PayneCCO, Third View Private Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.