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Nicole Di Pietro

QTR FAMILY WEALTH, LLC·LAKE MARY, Florida
Unclaimed Profile
605 CRESCENT EXECUTIVE COURT, LAKE MARY, FL 32746CRD# 8008856Firm CRD# 331655
01

About

Nicole Di Pietro 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# 8008856
Firm CRD# 331655
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Di Pietro offer?
Nicole Di Pietro specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Nicole Di Pietro's credentials?
Nicole Di Pietro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Di Pietro located?
Nicole Di Pietro 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 Nicole Di Pietro charge for services?
Nicole Di Pietro'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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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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