Financial ADVSR advisor directory · SEC adviser records
Third View Private Wealth financial advisors in Westport, CT
Every SEC-registered investment adviser representative at a Third View Private Wealth office in Westport, A to Z.
7 registered advisors work at Third View Private Wealth in Westport, out of 7 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.
Third View Private Wealth advisors in Westport, A to Z
Every Third View Private Wealth advisor →- Amanda M. DiguiseppeInvestment adviser rep
- Michael A. HerbertCertified Financial Planner, Chartered Financial Consultant
- Jake R. McCarthyCertified Financial Planner, Chartered Financial Consultant
- Francis J. McKiernanInvestment adviser rep
- Zoltan PongraczCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Christopher M. SneedChartered Financial Consultant
- Jerry R. Sneed IIIChartered Financial Analyst
Third View Private Wealth advisors in every city and state →Third View Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Westport
All Westport advisors →Morgan Stanley 68UBS Financial Services Inc. 42Wells Fargo Clearing Services, LLC 37RBC Capital Markets, LLC 17Coastal Bridge Advisors 16Focus Partners Wealth, LLC 15LPL Financial LLC 11Ihs Herold Inc. 9Ameriprise Financial Services, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Wells Fargo Advisors Financial Network, LLC 7
Questions
How many financial advisors does Third View Private Wealth have in Westport?
7 investment adviser representatives are registered at Third View Private Wealth offices in Westport, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.
Is Third View Private Wealth one of the largest advisor employers in Westport?
Third View Private Wealth ranks number 12 in Westport by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Third View Private Wealth advisor in Westport?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Third View Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.