AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WF

William M. Freeman

QTR FAMILY WEALTH
LAKE MARY, FL 32746
Some features on this profile are disabled
CRD#: 6949645
WF

Professional summary

William Michael Freeman, CIMA®, who also goes by William M Freeman Jr., William Michael Freeman Jr., William Freeman, is a registered financial advisor currently at QTR FAMILY WEALTH, LLC located in Lake Mary, Florida and IFP SECURITIES, LLC located in Tampa, Florida.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. William has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William M Freeman Jr. | William Michael Freeman Jr. | William Freeman

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 William Michael Freeman'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

December 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

February 10, 2025 - Present

IFP SECURITIES, LLC

Office #1: 3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
BD
CRD#: 297287
TAMPA, FL
Past

June 15, 2022 - February 14, 2025

BISON WEALTH, LLC

RIA
CRD#: 165931
Lake Mary, FL
Past

June 7, 2022 - May 30, 2024

METRIC FINANCIAL, LLC

BD
CRD#: 33324
Lake Mary, FL
Past

July 26, 2021 - May 24, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LAKE MARY, FL
Past

July 30, 2019 - May 24, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LAKE MARY, 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

RR
California
(3/19/2025)
IAR
Florida
(12/18/2024)
RR
Florida
(2/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/22/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/15/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/21/2019
Securities Industry Essentials 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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor William Freeman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Kyle Vann Mylius
Kyle MyliusAdvisorCheck Check Mark
HUMANIZE WEALTH
IAR
Seattle, WA
David Anderson
David AndersonAdvisorCheck Check Mark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IAR
RR
Newburgh, IN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.