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Third View Private Wealth CRD 335591
$1.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North American Bancard | Troy | MI | 12/2015 | 01/2018 |
| Axa Advisors, Llc | New York | NY | 11/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 03/2018 | 12/2020 |
| Bank Of America, N.A. | Fairfield | CT | 04/2018 | 12/2020 |
| Baker Tilly Wealth Management, Llc | New York | NY | 12/2020 | 06/2023 |
| Baker Tilly Capital, Llc | New York | NY | 12/2020 | 06/2023 |
| Baker Tilly Us, Llp | New York | NY | 12/2020 | 06/2023 |
| Procyon Advisors, Llc | Seekonk | MA | 06/2023 | 05/2025 |
| Third View Private Wealth | Westport | CT | 05/2025 | Present |
1) 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. 2) Grekin Kids 2015 Irrev. Trust; Investment Related: Yes; 87 Richard Circle, Seekonk, MA. 02771; Nature: Trust of Clients' kids; Trustee; 8/1/2023; 2 Hours per month; Oversee the investments of the trust for the benefit of the kids.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-10 |
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