Chad Hunter has been Chief Executive Officer/ Managing Partner of QTR Family Wealth since November 2024, is a control person of the firm and directly owns under 5% of it. Chad Hunter holds a Degree in Business and Economics from Lafayette College.
QTR Family Wealth, LLC is a Lake Mary, FL firm with $749M under management, 205 clients and 6 advisers in one office, as of its March 2026 filing.
Chad Hunter is CEO/Co-Founder, Managing Partner, and Private Wealth Advisor of QTR Family Wealth. Hunter co-founded the firm with his brother, Wes, after working in a corporate environment at Merrill Lynch, and has worked in wealth management since 2006. Hunter advises wealth creators and their families, including business owners through the lifecycle of their businesses, from pre-sale planning to the timing of transfers or sales.
Chad Hunter’s longest registration was 12 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2009–2022). Before joining QTR Family Wealth in 2024, Chad Hunter was registered through Bison Wealth, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- QTR Family Wealth, LLCCurrent– present · 1 yearLake Mary, FL · Adviser representative · Firm CRD 331655
- Bison Wealth, LLC– · 2 yearsLake Mary, FL · Adviser representative · Firm CRD 165931
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 12 yearsLake Mary, FL · Adviser representative · Firm CRD 7691
- Banc of America Investment Services, Inc.– · 1 yearOrlando, FL · Adviser representative · Firm CRD 16361
- Wachovia Securities, LLC– · under a yearOrlando, FL · Adviser representative · Firm CRD 19616
Professional designations
Listed by QTR Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Plan Fiduciary Advisor™ (CPFA™)
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Chad Hunter is registered as an investment adviser representative in Florida, since November 2024.
- FloridaSince 18 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 2 July 2007 |
| Series 66 | Uniform Combined State Law Examination | 8 May 2007 |
| Series 7 | General Securities Representative Examination | 13 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Michael Hunter
- CRD
- 5284723
- Firm
- QTR Family Wealth · CRD 331655
- Role
- Chief Executive Officer/ Managing Partner
- Office
- 605 CRESCENT EXECUTIVE COURT, SUITE 104, Lake Mary, FL 32746
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- qtrfamily.com
Where does Chad Hunter work?
Chad Hunter has been Chief Executive Officer/ Managing Partner of QTR Family Wealth, LLC since November 2024, and is a control person of the firm.
Is Chad Hunter a financial advisor?
Yes. Chad Hunter has a current investment-adviser registration in Florida, through QTR Family Wealth since November 2024.
How many years of experience does Chad Hunter have?
Chad Hunter has 19 years in the financial industry, since June 2007, across 5 adviser firms.
What exams has Chad Hunter passed?
Chad Hunter has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in March 2007. FINRA credited Chad Hunter with the SIE, which began in October 2018.
Where did Chad Hunter work before QTR Family Wealth?
Before QTR Family Wealth, Chad Hunter was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to May 2022; Banc of America Investment Services, Inc., March 2008 to October 2009; Wachovia Securities, LLC, May 2007 to December 2007.
Where is Chad Hunter based?
Chad Hunter’s registered office is in Lake Mary, FL.
Is Chad Hunter registered with FINRA?
Yes. Chad Hunter has a current broker registration, under CRD 5284723.
Source: FINRA BrokerCheck
Is Chad Hunter a CFP?
QTR Family Wealth lists Chad Hunter with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Chad Hunter’s record?
Search CRD 5284723 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Chad Hunter’s full registration record.
- Jeffrey SmithChief Compliance Officer
- Nicole Di PietroChief Operations Officer
- Wesley HunterManaging Partner