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Timothy Stuart Morton-Smith

PACIFIC POINTE ADVISORS LLC·SANTA BARBARA, California
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523 CHAPALA #1, SANTA BARBARA, CA 93101CRD# 5691888Firm CRD# 149892
01

About

Timothy Stuart Morton-Smith is a registered financial advisor based in SANTA BARBARA, California, affiliated with PACIFIC POINTE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PACIFIC POINTE ADVISORS LLC
PACIFIC POINTE ADVISORS LLC
AUM
$173M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PACIFIC POINTE ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5691888
Firm CRD# 149892
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Stuart Morton-Smith offer?
Timothy Stuart Morton-Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SANTA BARBARA, California for a consultation.
What are Timothy Stuart Morton-Smith's credentials?
Timothy Stuart Morton-Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Stuart Morton-Smith located?
Timothy Stuart Morton-Smith is based in SANTA BARBARA, California, working with PACIFIC POINTE ADVISORS LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Timothy Stuart Morton-Smith charge for services?
Timothy Stuart Morton-Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC POINTE ADVISORS LLC?
PACIFIC POINTE ADVISORS LLC has approximately 3 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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