Hunter Wilhelm Frey
Investment adviser representative at Miller Tabak Asset Management
11 yearsExperience
4 statesRegistered in
$1.2BFirm assets
18 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Miller Tabak Asset Management, LLCAug 2025 to now
- Global Investment AdvisoryJun 2024 to Feb 2026
- Cape Investment Advisory, Inc.Jun 2024 to Jan 2026
- American Global Wealth Management, Inc.Apr 2024 to Jun 2026
- Arbor Research & Trading, LLCFeb 2023 to Apr 2024
- Dharma Capital AdvisorsJan 2023 to Apr 2024
- Alt Fund Distributors LLCMar 2020 to Jan 2023
- LPL Financial LLCMay 2018 to Feb 2020
- UnemployedJan 2018 to May 2018
- Gardner-webb UniversityJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, NJ, TX).
Miller Tabak Asset Management
Legal name: Mt Asset Management, LLC
$1.2BAssets managed
936Clients
1Advisers
18 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
- 6503947
- Firm CRD
- 147381