RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jerry Robert Sneed
- Title
- Private Wealth Advisorreportedthirdviewpw.comfirm site, Sep 15, 2026
- Designations
- CFA, CAIA, MBAreportedthirdviewpw.comas printed on the bio page, Sep 16, 2026
- Founder
- “Sneed is the Co-Founder and Managing Partner of Third View Private Wealth, where he focuses on delivering customized wealth management solutions through an innovative outsourced family office model.”reportedthirdviewpw.comthe sentence on the bio page
- Partner or owner
- “Sneed is the Co-Founder and Managing Partner of Third View Private Wealth, where he focuses on delivering customized wealth management solutions through an innovative outsourced family office model.”reportedthirdviewpw.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/jerry-sneed-cfa-caiaareportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- thirdviewpw.com/team/jerry-sneedreportedthirdviewpw.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Third View Private Wealth independent RIA currentsince Jun 5, 2025 · Westport, Ct
- Procyon mixed wealthJun 27, 2023 to May 21, 2025 · New York, Ny
- Baker Tilly Wealth Management, LLC mixed wealthJan 4, 2021 to Jul 26, 2023 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 12, 2018 to Jan 2, 2021 · Fairfield, Ct
- Credit Suisse Securities (USA) LLC formerOct 4, 2011 to Dec 18, 2015 · New York, Ny
- Msi Financial Services, Inc. formerSep 16, 2009 to Oct 17, 2011 · Rocky Hill, Ct
- Procyon to Third View Private Wealthleft May 21, 2025, registered Jun 5, 2025 (15 days) · RIA to a newly registered adviser · moved with a team
- Baker Tilly Wealth Management, LLC to Procyonleft Jul 26, 2023, registered Jun 27, 2023 (-29 days) · RIA to RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Baker Tilly Wealth Management, LLCleft Jan 2, 2021, registered Jan 4, 2021 (2 days) · Wirehouse to independent RIA · moved with a team
- Credit Suisse Securities (USA) LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Dec 18, 2015, registered Apr 12, 2018 (846 days) · Other
- Msi Financial Services, Inc. to Credit Suisse Securities (USA) LLCleft Oct 17, 2011, registered Oct 4, 2011 (-13 days) · Other
- Jerry Robert Sneed left Procyon for Third View Private Wealth (registered 2025-06-05)May 21, 2025 · Advisor changed firm · fact
- Jerry Robert Sneed left Baker Tilly Wealth Management, Llc for Procyon (registered 2023-06-27)Jul 26, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address