Nicholas Robert Winters

Employer firm

Beacon Freedom Advisory, LLC CRD 339717

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → 04/2026
  Bull Harbor Capital
  Bethesda, MD
• 08/2022 → 12/2023
  Pacific Advisors
  Phoenix, AZ
• 12/2023 → 04/2024
  Unemployed
  Tempe, AZ
• 07/2021 → 08/2022
  Westpac Wealth Partners
  Scottsdale, AZ
• 06/2021 → 09/2021
  True Shot Ammo
  Tempe, AZ
• 07/2016 → 07/2018
  Crystal Springs Golf Course
  Burlingame, CA
• 08/2018 → 05/2022
  Arizona State University
  Tempe, AZ
• 05/2014 → 05/2018
  Saint Francis High School
  Mountain View, CA
• 07/2026 → Present
  Beacon Freedom Advisory, Llc
  Williamsburg, VA
• 04/2025 → Present
  Winters Wealth Collective, Llc
  Scottsdale, AZ

Previous Registrations

• 2024-05-14 → 2026-04-28
  Bull Harbor Capital Llc.
  Bethesda, MD
  Tempe, AZ

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-18

Other Names

• Nicholas Winters
• Nick Winters