Hunter W. Frey

MILLER TABAK ASSET MANAGEMENT

MARCO ISLAND, FL

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CRD#: 6503947

Professional summary

Hunter Wilhelm Frey, who also goes by Hunter Frey, is a registered financial advisor currently at MILLER TABAK ASSET MANAGEMENT located in Marco Island, Florida and AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Hunter has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hunter Frey

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 Hunter Wilhelm Frey'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

February 5, 2026 - Present

MILLER TABAK ASSET MANAGEMENT

RIA

CRD#: 147381

MARCO ISLAND, FL

Current

April 14, 2024 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253

CRD#: 7388

Mcdonough, GA

Past

June 17, 2024 - January 6, 2026

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

MARCO ISLAND, FL

Past

June 11, 2024 - February 3, 2026

GLOBAL INVESTMENT ADVISORY

RIA

CRD#: 310305

MARCO ISLAND, FL

Past

February 16, 2023 - November 1, 2023

ARBOR RESEARCH & TRADING, LLC

CRD#: 21313

New York, NY

Past

March 31, 2021 - January 20, 2023

CATALYST CAPITAL ADVISORS LLC

RIA

CRD#: 139895

New York, NY

Past

March 24, 2020 - December 31, 2020

CATALYST CAPITAL ADVISORS LLC

RIA

CRD#: 139895

New York, NY

Past

March 2, 2020 - January 20, 2023

ALT FUND DISTRIBUTORS LLC

CRD#: 146547

NEW YORK, NY

Past

November 2, 2018 - March 11, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

September 12, 2018 - March 11, 2020

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

June 5, 2015 - December 15, 2015

PRIME EXECUTIONS, INC.

CRD#: 32889

NEW YORK, NY

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".

MILLER TABAK ASSET MANAGEMENT

MILLER TABAK ASSET MANAGEMENT | MTAM, MILLER TABAK ASSET MANAGEMENT | MT ASSET MANAGEMENT, LLC

CRD#: 147381 / SEC#: 801-69239

RIA

Registered Investment Advisory firm - (6/23/2008 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.

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

Florida
(4/14/2024)

IAR

Florida
(2/13/2026)

Georgia
(4/14/2024)

Louisiana
(4/14/2024)

IAR

New Jersey
(2/5/2026)

New York
(4/14/2024)

North Carolina
(5/5/2025)

South Carolina
(5/5/2025)

Texas
(4/14/2024)

IAR

Texas
(2/5/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/1/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MILLER TABAK ASSET MANAGEMENT

MILLER TABAK ASSET MANAGEMENT | MTAM, MILLER TABAK ASSET MANAGEMENT | MT ASSET MANAGEMENT, LLC

CRD#: 147381 / SEC#: 801-69239

RIA

Registered Investment Advisory firm - (6/23/2008 Approved)

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Contact information

Main Address

1000 Route 34 Suite 604, Matawan, NJ 07747

Mailing Address

Phone number

(212) 850-8103

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILLER TABAK ASSET MANAGEMENT ADV BROCHURE (2/3/2026)

Regulatory assets under management

Total Number of Accounts	936
AUM (Assets Under Management)	$ 1,243,793,228

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

Hunter W. Frey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter Wilhelm Frey's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CAPE INVESTMENT ADVISORY, INC.

GLOBAL INVESTMENT ADVISORY

ARBOR RESEARCH & TRADING, LLC

CATALYST CAPITAL ADVISORS LLC

CATALYST CAPITAL ADVISORS LLC

ALT FUND DISTRIBUTORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRIME EXECUTIONS, INC.

Primary Firm SEC Registration

MILLER TABAK ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2018

FINRA

Current Firm

MILLER TABAK ASSET MANAGEMENT

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLER TABAK ASSET MANAGEMENT

TRUST BUT VERIFY

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