Christopher Mathew Sneed

Employer firm

Third View Private Wealth CRD 335591

$1.16B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2020 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 08/2008 → 04/2020
  American Medical Response
  West Hartford, CT
• 12/2019 → 03/2020
  Edge Fitness Company
  West Hartford, CT
• 06/2020 → 12/2020
  Bank Of America, N.A.
  Stamford, CT
• 12/2020 → 06/2023
  Baker Tilly Us, Llp
  New York, NY
• 12/2020 → 06/2023
  Baker Tilly Capital, Llc
  New York, NY
• 12/2020 → 06/2023
  Baker Tilly Wealth Management, Llc
  New York, NY
• 06/2023 → 05/2025
  Procyon Advisors, Llc
  Crowmell, CT
• 06/2023 → 05/2025
  Procyon Risk, Llc
  Crowmell, CT
• 05/2025 → Present
  Third View Private Wealth
  Westport, CT

Previous Registrations

• 2023-06-27 → 2025-05-21
  Procyon
  Shelton, CT
  Crowmell, CT
• 2021-01-07 → 2023-06-26
  Baker Tilly Wealth Management, Llc
  New York, NY
• 2020-08-03 → 2021-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
  New York, NY

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-31

Designations

• Chartered Financial Consultant