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NW

Nicholas R. Winters

BEACON FREEDOM ADVISORY
Scottsdale, AZ
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CRD#: 7378292
NW
Nicholas Robert WintersBEACON FREEDOM ADVISORY

Professional summary

Nicholas Robert Winters, who also goes by Nicholas Winters, Nick Winters, is a registered financial advisor currently at BEACON FREEDOM ADVISORY, LLC located in Scottsdale, Arizona.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nicholas has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Nicholas Winters | Nick Winters

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Winters Wealth Collective, LLC; Not investment related; 34599 N 99th Way, Scottsdale, AZ; Insurance; Insurance Agent; 04/2025; appx 40 hrs/month, mostly during security hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Robert Winters's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 24, 2026 - Present

BEACON FREEDOM ADVISORY, LLC

RIA
CRD#: 339717
Scottsdale, AZ
Past

May 14, 2024 - April 28, 2026

BULL HARBOR CAPITAL LLC.

RIA
CRD#: 324995
Tempe, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/30/2026)
IAR
California
(7/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2022
Securities Industry Essentials Examination

Current Firm

BF
BEACON FREEDOM ADVISORY, LLC
BEACON - THE INTEGRATED WEALTH GROUP | BEACON LTW | BEACON FREEDOM ADVISORY, LLC

CRD#: 339717 / SEC#:

Virginia
Registered Investment Advisory firm - (3/9/2026 Approved)
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Contact information

Main Address
Williamsburg, VA
Mailing Address
Phone number
(757) 869-9268
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

BEACON FREEDOM ADVISORY, LLC

CRD#: 339717Scottsdale, AZ

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