Samuel Soots has been an investment adviser representative at Timonier Family Office since January 2026, and is not listed among the firm’s executive officers or direct owners. Samuel Soots holds a Degree in Economics and Commerce from Hampden-Sydney College.
Timonier Family Office, LTD. is a Winston Salem, NC firm with $450M under management, 198 clients and 4 advisers in one office, as of its February 2026 filing.
Sam Soots is Director of Retirement Plan Services at Timonier. He joined the Timonier team in January 2022 in that role. His plan review process focuses on ERISA compliance, identifying plan sponsor liability, investment compliance, and overall plan management and cost-efficiency for participants and business owners.
- TimonierCurrent– present · under a yearWinston Salem, NC · Adviser representative · Firm CRD 150748
Professional designations
Listed by Timonier Family Office
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Plan Specialist (CRPS®)
Investment adviser representative registrations
Samuel Soots is registered as an investment adviser representative in North Carolina, since January 2026.
- North CarolinaSince 22 January 2026
Examinations
No examinations are on Samuel Soots’s record.
- Full name
- Samuel Bradford Soots
- CRD
- 5673982
- Firm
- Timonier Family Office · CRD 150748
- Office
- 121 REYNOLDA VILLAGE, SUITE B, Winston Salem, NC 27106
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- timonier.com
Where does Samuel Soots work?
Samuel Soots is an investment adviser representative registered through Timonier Family Office, LTD. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Soots a financial advisor?
Yes. Samuel Soots has a current investment-adviser registration in North Carolina, through Timonier Family Office since January 2026.
How many years of experience does Samuel Soots have?
Samuel Soots has 0 years in the financial industry, since January 2026, across 1 adviser firm.
Where is Samuel Soots based?
Samuel Soots’ registered office is in Winston Salem, NC.
Is Samuel Soots registered with FINRA?
No. Samuel Soots has no current broker registration.
Is Samuel Soots a CFP?
Timonier Family Office lists Samuel Soots with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Samuel Soots’ record?
Search CRD 5673982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Soots’ full registration record.
