AdvisorOS Directory
Claim Profile
Unclaimed Profile
TM

Timothy Stuart Morton-Smith

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Stuart Morton-Smith · SANTA BARBARA, CA
Registration
CRD #5691888 · PACIFIC POINTE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA BARBARA?

Browse all registered financial advisors in SANTA BARBARA, California or claim this profile if it's yours.

Browse SANTA BARBARA AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PACIFIC POINTE ADVISORS LLC

Andrew Harry Winchester
SANTA BARBARA, CA

More Advisors in SANTA BARBARA, California

Megan Kendall Van Den Bergh
WEST COAST FINANCIAL, LLC·SANTA BARBARA, CA
Kathleen B. Gumins
ATHENS CAPITAL MANAGEMENT LLC·SANTA BARBARA, CA
Brian Dennis Lloyd
PAINTED PORCH ADVISORS LLC·SANTA BARBARA, CA
Neil Jay Wolff
VANTAGEPOINT MANAGEMENT, INC.·SANTA BARBARA, CA
Richard Nelson Pallan
MERCER GLOBAL ADVISORS INC.·SANTA BARBARA, CA
Robert Allen Schultz
ARGOS GLOBAL ADVISORS, LLC·SANTA BARBARA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile