Unclaimed Profile

Chad Michael Hunter

QTR FAMILY WEALTH, LLC·LAKE MARY, Florida

Clean recordQTR 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

QTR FAMILY WEALTH, LLC

AUM

$107M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5284723

Firm CRD# 331655

View on FINRA BrokerCheck →

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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 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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