Wesley D. Hunter

QTR FAMILY WEALTH

LAKE MARY, FL 32746

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CRD#: 4236467

Professional summary

Wesley David Hunter is a registered financial advisor currently at QTR FAMILY WEALTH, LLC located in Lake Mary, Florida.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Wesley has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley David Hunter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 15, 2024 - Present

QTR FAMILY WEALTH, LLC

Office #1: 605 Crescent Executive Court Suite 104, Lake Mary, FL 32746

RIA

CRD#: 331655

LAKE MARY, FL

Past

June 29, 2022 - February 14, 2025

BISON WEALTH, LLC

RIA

CRD#: 165931

Lake Mary, FL

Past

June 9, 2022 - May 30, 2024

METRIC FINANCIAL, LLC

CRD#: 33324

Lake Mary, FL

Past

October 23, 2009 - May 23, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAKE MARY, FL

Past

October 23, 2009 - May 23, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAKE MARY, FL

Past

July 29, 2002 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ORLANDO, FL

Past

June 5, 2002 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ORLANDO, FL

Past

July 17, 2001 - May 23, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QTR FAMILY WEALTH, LLC

ALECTRA WEALTH ADVISORS, LLC | QTR FAMILY WEALTH, LLC

CRD#: 331655 / SEC#: 801-130687

RIA

Registered Investment Advisory firm - (8/2/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/23/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/1/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2001

General Securities Representative Examination

Current Firm

QTR FAMILY WEALTH, LLC

ALECTRA WEALTH ADVISORS, LLC | QTR FAMILY WEALTH, LLC

CRD#: 331655 / SEC#: 801-130687

RIA

Registered Investment Advisory firm - (8/2/2024 Approved)

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Contact information

Main Address

605 Crescent Executive Court Suite 104, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 745-0715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QTR FAMILY WEALTH, LLC ADV PART 2A (6/16/2025)

Regulatory assets under management

Total Number of Accounts	646
AUM (Assets Under Management)	$ 582,825,422

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Wesley D. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley David Hunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

BISON WEALTH, LLC

METRIC FINANCIAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

QTR FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2002

Series 63

Date: 2/1/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2001

Current Firm

QTR FAMILY WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QTR FAMILY WEALTH, LLC

TRUST BUT VERIFY

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