Samuel Bradford Soots
Investment Adviser Representative at Timonier
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Bradford Soots is an investment adviser representative with Timonier in Winston Salem, NC, where they have been registered since 2026, the year they entered the securities industry. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TPC Jasna PolanaMar 2016 – Dec 2016Princeton, NJ
- Clean RentalJan 2017 – May 2017Philadelphia, PA
- Old North State Trust, LLCNov 2017 – Dec 2021Greensboro, NC
- Timonier Family Office, Ltd.Jan 2022 – no end date reportedWinston-Salem, NC
- Timonier Family Office, Ltd.Jan 2022 – no end date reportedWinston-Salem, NC
- UnemployedJun 2017 – Oct 2017Winston-Salem, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Timonier
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Human Capital, Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Real Estate, Retirement Planning, and Philanthropy, delivered through a fee-only, multidisciplinary, centralized, and collaborative approach.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Winston Salem, NC
- Founded:
- 1997
- SEC file number:
- 801-70341
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 10, 2026
View full firm profileOther advisors at Timonier
3 other advisors in the directory
Similar advisors in Winston Salem, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Bradford Soots has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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