JERRY ROBERT SNEED is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with THIRD VIEW PRIVATE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THIRD VIEW PRIVATE WEALTH, LLC | 2025-06-05 | present | Yes |
| PROCYON ADVISORS, LLC | 2023-06-27 | 2025-05-21 | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2021-01-04 | 2023-07-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-04-12 | 2021-01-02 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2011-10-04 | 2015-12-18 | — |
| MSI FINANCIAL SERVICES, INC. | 2009-09-16 | 2011-10-17 | — |