Jerry Robert Sneed
Investment adviser representative at Third View Private Wealth
11 yearsExperience
2 statesRegistered in
CFADesignation
$1.2BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Third View Private WealthMay 2025 to now
- Procyon Advisors, LLCJun 2023 to May 2025
- Baker Tilly Capital, LLCDec 2020 to Jun 2023
- Baker Tilly Us, LLPDec 2020 to Jun 2023
- Baker Tilly Wealth Management, LLCDec 2020 to Jun 2023
- Bank of America, N.A.Apr 2018 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Dec 2020
- AXA Advisors, LLCNov 2017 to Jan 2018
- North American BancardDec 2015 to Jan 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Third View Private Wealth
Legal name: Third View Private Wealth, LLC
$1.2BAssets managed
324Clients
7Advisers
1 yearIn 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
- 5654825
- Firm CRD
- 335591