Third View Private Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 335591
- SEC number
- 801-132770
- Firm type
- RIA
- Assets under management
- $1.2B as of Apr 27, 2026
- Website
- www.thirdviewpw.com ↗
- Phone
- 8607590650
- Address
- 55 Post Road West, Westport, CT, 06880
Advisors at this firm
7 in our index · page 1 of 1
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Amanda Maria DiguiseppeCRD 7124005 · Westport, CTIA RegisteredRegistration inactive
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Michael Alexander HerbertCRD 7041595 · Westport, CTIA RegisteredRegistration inactive
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Francis John MckiernanCRD 6321345 · Scarsdale, NYIA RegisteredRegistration inactive
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Jake Ryan MccarthyCRD 7238338 · Westport, CTIA RegisteredRegistration inactive
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Zoltan PongraczCRD 5982671 · Westport, CTIA RegisteredBrokerDisclosure event(s) on record
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Jerry Robert SneedCRD 5654825 · Westport, CTIA RegisteredRegistration inactive
-
Christopher Mathew SneedCRD 7250271 · Westport, CTIA RegisteredRegistration inactive
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 335591 ↗
FINRA BrokerCheck record for firm CRD 335591 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.