William Michael Freeman
Investment adviser representative at Qtr Family Wealth, LLC
11 yearsExperience
1 stateRegistered in
$749.3MFirm assets
2 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 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
11 years in the industry.
- Ifp Securities, LLCJan 2025 to now
- Qtr Family Wealth, LLCDec 2024 to now
- Metric Financial, LLCJun 2022 to May 2024
- Bison Wealth, LLCMay 2022 to Feb 2025
- Bank of America, N.A.May 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to May 2022
- Upstream Investment PartnersMay 2018 to Aug 2018
- University of North FloridaAug 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 6949645
- Firm CRD
- 331655