Chad Michael Hunter
Investment Adviser Representative at QTR Family Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Michael Hunter is an investment adviser representative with QTR Family Wealth, LLC in Lake Mary, FL, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Bison Wealth, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 – May 2022Orlando, FL
- BANK OF America, N.A.Nov 2009 – May 2022Orlando, FL
- Bison Wealth, LLC.May 2022 – Feb 2025Atlanta, GA
- Metric Financial, Inc.May 2022 – May 2024Atlanta, GA
- WOW Management, LLCMay 2022 – no end date reportedMaitland, FL
- QTR Family Wealth, LLCNov 2024 – no end date reportedLake Mary, FL
- IFP Securities, LLCJan 2025 – no end date reportedLake Mary, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About QTR Family Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Up to $1,999,9991.00%
- $2,000,000 - $4,999,9990.85%
- $5,000,000 - $9,999,9990.75%
- $10,000,000 - $24,999,9990.65%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services including personalized financial planning, trust and estate planning, insurance solutions, and credit and lending options; personal wealth management including private equity investment opportunities, cash management, and tax-efficient solutions; and business services including strategic tax planning, asset protection, and preparation for business sales and succession planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lake Mary, FL
- SEC file number:
- 801-130687
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at QTR Family Wealth, LLC
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Michael Hunter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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