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Chad Michael Hunter

QTR FAMILY WEALTH, LLC·LAKE MARY, Florida
Unclaimed Profile
605 CRESCENT EXECUTIVE COURT, LAKE MARY, FL 32746CRD# 5284723Firm CRD# 331655
01

About

Chad Michael Hunter is a registered financial advisor based in LAKE MARY, Florida, affiliated with QTR FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QTR FAMILY WEALTH, LLC
QTR FAMILY WEALTH, LLC
AUM
$107M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at QTR FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5284723
Firm CRD# 331655
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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