William M. Freeman

QTR FAMILY WEALTH

LAKE MARY, FL 32746

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CRD#: 6949645

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

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

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

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".

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.

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

California
(3/19/2025)

IAR

Florida
(12/18/2024)

Florida
(2/10/2025)

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: 7/22/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/15/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/21/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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William M. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFP SECURITIES, LLC

BISON WEALTH, LLC

METRIC FINANCIAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

QTR FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/22/2021

Series 63

Date: 8/15/2019

Series 7TO

Date: 7/30/2019

SIE

Date: 1/21/2019

FINRA

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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