Samuel Bradford Soots
Investment adviser representative at Timonier
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$450.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- TimonierJan 2026 to now
- Timonier Family Office, Ltd.Jan 2022 to now
- Old North State Trust, LLCNov 2017 to Dec 2021
- UnemployedJun 2017 to Oct 2017
- Clean RentalJan 2017 to May 2017
- Tpc Jasna PolanaMar 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Timonier
Legal name: Timonier Family Office, Ltd.
$450.3MAssets managed
198Clients
3Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5673982
- Firm CRD
- 150748