Timothy Winter is a CFP-designated registered investment advisor at Steward Family Office, INC., based in Escondido, CA, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
228 N Broadway, Escondido, CA, 92025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy spends minimal time per month providing management advisory services for Steward Family Office through CTJML, Inc. This activity is not investment-related.
Employment History
Current Registrations
Steward Family Office, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch Trust Company
State Registrations1 state
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