Unclaimed Profile

Chad Michael Hunter

QTR FAMILY WEALTH, LLC·LAKE MARY, Florida

SIE, Series 7, Series 31, Series 66CFPClean record19 years registeredQTR FAMILY WEALTH, LLC

605 CRESCENT EXECUTIVE COURT, LAKE MARY, FL 32746CRD# 5284723Firm CRD# 331655

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Michael Hunter · LAKE MARY, FL

Registration

CRD #5284723 · QTR FAMILY WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

IFP SECURITIES, LLC

Jan 2025 – present

QTR FAMILY WEALTH, LLC

Nov 2024 – present

BISON WEALTH, LLC

Jun 2022 – Feb 2025

Lake Mary, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – May 2022

LAKE MARY, FL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Mar 2008 – Oct 2009

ORLANDO, FL

WACHOVIA SECURITIES, LLC

May 2007 – Dec 2007

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · May 10, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QTR FAMILY WEALTH, LLC

CRD 331655 · SEC 801-130687

AUM

$107M

Regulatory assets under management

Employees

10 client accounts

Services offered by QTR FAMILY WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QTR FAMILY WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Michael Hunter offer?

Chad Michael Hunter specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Chad Michael Hunter's credentials?

Chad Michael Hunter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Michael Hunter located?

Chad Michael Hunter is based in LAKE MARY, Florida, working with QTR FAMILY WEALTH, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Chad Michael Hunter charge for services?

Chad Michael Hunter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QTR FAMILY WEALTH, LLC?

QTR FAMILY WEALTH, LLC has approximately 8 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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