Chad Michael Hunter
Investment adviser representative at Qtr Family Wealth, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$749.3MFirm assets
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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
- Pension consulting
Experience
17 years in the industry.
- Ifp Securities, LLCJan 2025 to now
- Qtr Family Wealth, LLCNov 2024 to now
- Wow Management, LLCMay 2022 to now
- Bison Wealth, LLC.May 2022 to Feb 2025
- Metric Financial, Inc.May 2022 to May 2024
- Bank of America, N.A.Nov 2009 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Qtr Family Wealth, LLC
$749.3MAssets managed
205Clients
6Advisers
2 yearsIn 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
- 5284723
- Firm CRD
- 331655