Anastasia N. Timineri

TORREY-PAYNE WEALTH MANAGEMENT

PASADENA, CA 91105

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CRD#: 7727688

Professional summary

Anastasia Nichole Timineri is a registered financial advisor currently at TORREY-PAYNE WEALTH MANAGEMENT located in Pasadena, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Anastasia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Anastasia has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.) TORREY-PAYNE - 7/14/25 - 32 S Raymond Avenue, Pasadena, CA 91105 - Client Service Associate, Setting meetings/taking calls/account update requests such as updating addresses etc/administrative services, Invt Rel, Insurance business, 160 hrs/mo; 0 hrs/mo (during trading hours) 2.) TLG Advisors Inc - 10/13/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anastasia Nichole Timineri's CRS (Customer Relationship Summary).

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

October 17, 2025 - Present

TORREY-PAYNE WEALTH MANAGEMENT

Office #1: 32 S Raymond Ave Ste 2, Pasadena, CA 91105

RIA

CRD#: 336703

PASADENA, CA

Current

July 23, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

October 13, 2025 - October 17, 2025

TLG ADVISORS, INC.

RIA

CRD#: 111052

Pasadena, CA

Past

January 7, 2025 - July 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Pasadena, CA

Past

August 20, 2024 - January 7, 2025

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Pasadena, CA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/9/2025)

IAR

California
(10/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/20/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

TORREY-PAYNE WEALTH MANAGEMENT

TORREY-PAYNE WEALTH MANAGEMENT | TORREY-PAYNE WEALTH MANAGEMENT, LLC

CRD#: 336703 / SEC#: 801-133740

RIA

Registered Investment Advisory firm - (6/24/2025 120-Day Approval)

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Contact information

Main Address

32 S Raymond Ave Ste 2, Pasadena, CA 91105

Mailing Address

Phone number

(626) 657-3451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TPWM ADV 2A (10/6/2025)

Regulatory assets under management

Total Number of Accounts	423
AUM (Assets Under Management)	$ 180,310,073

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anastasia N. Timineri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anastasia Nichole Timineri's CRS (Customer Relationship Summary).

Certified licenses

Experience

TORREY-PAYNE WEALTH MANAGEMENT

THE LEADERS GROUP, INC.

TLG ADVISORS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CUSO FINANCIAL SERVICES, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2025

Series 7TO

Date: 8/19/2024

SIE

Date: 2/20/2024

FINRA

Current Firm

TORREY-PAYNE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORREY-PAYNE WEALTH MANAGEMENT

TRUST BUT VERIFY

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