Jerry R. Sneed

THIRD VIEW PRIVATE WEALTH

WESTPORT, CT 06880

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CRD#: 5654825

Professional summary

Jerry Robert Sneed III, who also goes by Jerry R. Sneed III, Jerry R. Sneed, Jerry Robert Sneed, Jerry Sneed, is a registered financial advisor currently at THIRD VIEW PRIVATE WEALTH located in Westport, Connecticut.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jerry has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry R. Sneed Iii | Jerry R. Sneed | Jerry Robert Sneed | Jerry Sneed

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Third View Risk, LLC; Licensed Insurance Agent; Investment related; 55 Post Road West First Floor, Westport, CT 06880; Insurance Sales; 05/2025; 10 hours per month; Sell life insurance products as needed for clients that need coverage. 2) Grekin Kids 2015 Irrev. Trust; Investment Related: Yes; 87 Richard Circle, Seekonk, MA. 02771; Nature: Trust of Clients' kids; Trustee; 8/1/2023; 2 Hours per month; Oversee the investments of the trust for the benefit of the kids.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Robert Sneed III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 5, 2025 - Present

THIRD VIEW PRIVATE WEALTH

Office #1: 55 Post Road West 1st Floor, Westport, CT 06880

RIA

CRD#: 335591

WESTPORT, CT

Past

June 27, 2023 - May 21, 2025

PROCYON

RIA

CRD#: 288239

Seeking, MA

Past

January 4, 2021 - July 26, 2023

BAKER TILLY WEALTH MANAGEMENT, LLC

RIA

CRD#: 167811

New York, NY

Past

January 4, 2021 - July 26, 2023

BAKER TILLY CAPITAL, LLC

CRD#: 115333

MADISON, WI

Past

April 12, 2018 - January 2, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STAMFORD, CT

Past

March 29, 2018 - January 2, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STAMFORD, CT

Past

November 9, 2017 - February 14, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, MI

Past

October 4, 2011 - December 18, 2015

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

NEW YORK, NY

Past

October 3, 2011 - December 18, 2015

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

September 16, 2009 - October 17, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ROCKY HILL, CT

Past

July 27, 2009 - October 17, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ROCKY HILL, CT

Past

April 15, 2009 - June 29, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

HINGHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THIRD VIEW PRIVATE WEALTH

THIRD VIEW PRIVATE WEALTH | THIRD VIEW PRIVATE WEALTH, LLC

CRD#: 335591 / SEC#: 801-132770

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/5/2025)

IAR

Texas
(8/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/10/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2009

General Securities Representative Examination

Current Firm

THIRD VIEW PRIVATE WEALTH

THIRD VIEW PRIVATE WEALTH | THIRD VIEW PRIVATE WEALTH, LLC

CRD#: 335591 / SEC#: 801-132770

RIA

Registered Investment Advisory firm - (5/19/2025 Approved)

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Contact information

Main Address

55 Post Road West 1st Floor, Westport, CT 06880

Mailing Address

1771 Post Road East Pmb #118, Westport, CT 06880

Phone number

(860) 759-0650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TVPW ADV 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	2,096
AUM (Assets Under Management)	$ 1,054,256,330

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jerry R. Sneed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Robert Sneed III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROCYON

BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

THIRD VIEW PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/14/2009

Current Firm

THIRD VIEW PRIVATE WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THIRD VIEW PRIVATE WEALTH

TRUST BUT VERIFY

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