Michael Alexander Herbert
Investment adviser representative at Third View Private Wealth
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.2BFirm assets
Are you Michael Alexander Herbert? Claim your profile
Contact this firm
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, LLCNov 2021 to May 2025
- Massmutual Life Insurance CoAug 2020 to Nov 2021
- Barnum Financial GroupDec 2018 to Nov 2021
- MML Investors Services LLCNov 2018 to Nov 2021
- Mass Mutual Life Insurance CompanyNov 2018 to Aug 2020
- St. Thomas Aquinas Catholic SchoolJul 2017 to Nov 2018
- Yale AthleticsOct 2016 to Jun 2017
- Yale Divinity SchoolJul 2015 to Jun 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7041595
- Firm CRD
- 335591