Unclaimed Profile

Wesley David Hunter

QTR FAMILY WEALTH, LLC·LAKE MARY, Florida

SIE, Series 7, Series 63, Series 6624 years registeredQTR FAMILY WEALTH, LLC

605 CRESCENT EXECUTIVE COURT, LAKE MARY, FL 32746CRD# 4236467Firm CRD# 331655

Profile Verification

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

Identity

Wesley David Hunter · LAKE MARY, FL

Registration

CRD #4236467 · QTR FAMILY WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

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.

Jul 2002 – Oct 2009

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 29, 2002

Years registered · 24

Disclosure History

2017Customer Dispute·Denied

2011Customer Dispute·Settled

2009Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Wesley David Hunter offer?

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

What are Wesley David Hunter's credentials?

Wesley David Hunter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley David Hunter located?

Wesley David 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 Wesley David Hunter charge for services?

Wesley David 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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