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CH

Chad M. Hunter

QTR FAMILY WEALTH
LAKE MARY, FL 32746
Some features on this profile are disabled
CRD#: 5284723
CH

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.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael 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®
CFP®

Certified Financial Planner

Start date: 2010

CIMA®

Certified Investment Management Analyst

Experience

Current

November 18, 2024 - Present

QTR FAMILY WEALTH, LLC

Office #1: 605 Crescent Executive Court Suite 104, Lake Mary, FL 32746
RIA
CRD#: 331655
LAKE MARY, FL
Current

January 13, 2025 - Present

IFP SECURITIES, LLC

Office #1: 605 Crescent Executive Court Suite 104, Lake Mary, FL 32746
BD
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
RR
IAR
Series 66
Date: 5/8/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/2/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2007
General Securities Representative Examination
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)
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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
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts646
AUM (Assets Under Management)$ 582,825,422

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

QTR FAMILY WEALTH, LLC

CRD#: 331655Lake Mary, FL 32746

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