Anastasia Nichole Timineri
Investment adviser representative at Torrey-payne Wealth Management
11 yearsExperience
1 stateRegistered in
$184.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Torrey-payne Wealth ManagementOct 2025 to now
- The Leaders Group IncJul 2025 to now
- Torrey-payneJul 2025 to now
- Raymond James & Associates Inc.Jan 2025 to Jul 2025
- Cuso Financial Services, LPApr 2023 to Jan 2025
- Jason Torrey-payneApr 2023 to Jan 2025
- Firefighters First Credit UnionApr 2023 to Jan 2024
- Wells Fargo Bank N.A.Nov 2016 to Apr 2023
- McdonaldsJul 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Torrey-payne Wealth Management
Legal name: Torrey-payne Wealth Management, LLC
$184.8MAssets managed
237Clients
2Advisers
1 yearIn 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
- 7727688
- Firm CRD
- 336703