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Wesley David Hunter

Investment Adviser Representative at QTR FAMILY WEALTH, LLC

Lake Mary, FLCRD #4236467Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Wesley David Hunter has worked in the securities industry since 2001. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/23/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 2/1/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/16/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
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%
$25,000,000 - $49,999,9990.50%
$50,000,000 and above0.30%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

QTR Family Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

QTR FAMILY WEALTH, LLCCurrent
11/15/2024Lake Mary, FL
BISON WEALTH, LLC
6/29/20222/14/2025Lake Mary, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/23/20095/23/2022Lake Mary, FL
BANC OF AMERICA INVESTMENT SERVICES, INC.
7/29/200210/23/2009Orlando, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at QTR FAMILY WEALTH, LLC

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View QTR FAMILY WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wesley David 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.

Wesley David Hunter - Financial Advisor in Lake Mary, FL | AdvisorFinder