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Walter Macree Hester

Investment adviser representative at San Blas Advisory, Inc.
17 yearsExperience
3 statesRegistered in
$218.9MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. San Blas Advisory, Inc.Sep 2025 to now
  2. Sb AdvisoryAug 2025 to now
  3. Quanta Capital Management LLCJun 2025 to now
  4. Naples Asset Management Company LLCOct 2009 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 3 states (FL, NC, TX).

San Blas Advisory, Inc.

$218.9MAssets managed
665Clients
11Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2745174
Firm CRD
296929
Advisor's SEC record (opens in a new tab)
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