Unclaimed Profile

Timothy Lee Winter

STEWARD FAMILY OFFICE, INC.·ESCONDIDO, California

Series 65Clean record21 years registeredSTEWARD FAMILY OFFICE, INC.

500 LA TERRAZA BLVD., ESCONDIDO, CA 92025CRD# 4877537Firm CRD# 173846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Lee Winter · ESCONDIDO, CA

Registration

CRD #4877537 · STEWARD FAMILY OFFICE, INC. · 21 years registered

Brand Profile

Not yet started

Career History

STEWARD FAMILY OFFICE, INC.

Dec 2014 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2006 – Dec 2014

SAN DIEGO, CA

MERRILL LYNCH TRUST COMPANY

Feb 2005 – Nov 2006

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD FAMILY OFFICE, INC.

CRD 173846 · SEC 801-80624

Employees

Total firm employees

Services offered by STEWARD FAMILY OFFICE, INC.

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at STEWARD FAMILY OFFICE, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Lee Winter offer?

Timothy Lee Winter specializes in Financial Planning. Contact their office in ESCONDIDO, California for a consultation.

What are Timothy Lee Winter's credentials?

Timothy Lee Winter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Lee Winter located?

Timothy Lee Winter is based in ESCONDIDO, California, working with STEWARD FAMILY OFFICE, INC.. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.

How does Timothy Lee Winter charge for services?

Timothy Lee Winter's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARD FAMILY OFFICE, INC.?

STEWARD FAMILY OFFICE, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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