CH
Chad M. Hunter
QTR FAMILY WEALTH
LAKE MARY, FL 32746
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CRD#: 5284723
CH
Chad Michael HunterQTR FAMILY WEALTH
Professional summary
Chad Michael Hunter, CFP®, CIMA®, who also goes by Chad Hunter, is a registered financial advisor currently at QTR FAMILY WEALTH, LLC located in Lake Mary, Florida and IFP SECURITIES, LLC located in Lake Mary, Florida.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Chad has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Aliases
Chad Hunter
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.
(1)Rosterspot, Inc. located in Lake Mary, FL, non-investment related, role: consultant. Start Date: 10/2017, Number of hours devoted: 5 hour(s) Monthly, none during trading hours. The nature or purpose of the business is to create and develop a social media web application designed as such to manage the athletic recruiting process. Hunter's responsibilities are primarily to invest personal capital to provide investment capital. (2)Hunter Ventures, LLC. located in Maitland, FL, non-investment related. Start Date: 05/2022. No time spent during trading hours. Hunter Ventures is a company that makes passive investments in private securities. Role: Owner (3) WOW Management, LLC. Owner/Managing Member. Located in Maitland, FL, Non-Investment Related. Start date 5/2022. . LLC used for tax purposes only for compensation from Bison Wealth. LLC. 1 hour per month devoted to this activity. (4) LDR Manufacturing - Member of an LPAC group for LDR Manufacturing Private Equity Fund; not compensated; investment related. (5) WOW Anesthesia Services - Manager of his wife's single member LLC; not compensated; not investment related; Mr. Hunter assists with general banking and accounting for contractor anesthesia services provided to hospital systems. (6) - QTR Family Wealth, LLC - investment related - 605 Crescent Executive Court, Suite 104 - DBA - owner - start date Nov. 18, 2024 - 200 hours/month - 160 hours/month during trading - As one of the owners of QTR Family Wealth, I am responsible for the overall operational infrastructure of the firm coupled with my responsibilities as a Private Wealth Advisor to our clients where I focus on providing a comprehensive consultative approach to their overall balance sheet and investment related plan. (7) Modern Life - investment related - 605 Crescent Executive Court, Suite 104 - Fixed Insurance - agent - start date Jan. 2, 2023 - 10 hours/month during trading - As part of our planning process offered to individuals and businesses, we will leverage our partnership with Modern Life to bring fixed oriented insurance solutions for our clients when appropriate.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Michael Hunter's 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®
CFP®
Start date: 2010
Experience
Current
November 18, 2024 - Present
QTR FAMILY WEALTH, LLC
Office #1: 605 Crescent Executive Court Suite 104, Lake Mary, FL 32746RIA
CRD#: 331655
LAKE MARY, FL
Current
January 13, 2025 - Present
IFP SECURITIES, LLC
Office #1: 605 Crescent Executive Court Suite 104, Lake Mary, FL 32746BD
CRD#: 297287
Lake Mary, FL
Past
June 29, 2022 - February 14, 2025
BISON WEALTH, LLC
RIA
CRD#: 165931
Lake Mary, FL
Past
May 28, 2022 - May 30, 2024
METRIC FINANCIAL, LLC
BD
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
BD
CRD#: 7691
LAKE MARY, FL
Past
March 12, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ORLANDO, FL
Past
March 11, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
ORLANDO, FL
Past
May 10, 2007 - December 17, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ORLANDO, FL
Past
March 14, 2007 - December 17, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ORLANDO, FL
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".
QF
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(11/18/2024)
RR
Florida(1/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
QF
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)Loading...
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
8
SEC notice filing (1 States and Territories)
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 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
QTR FAMILY WEALTH, LLC
CRD#: 331655Lake Mary, FL 32746TRUST BUT VERIFY
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