Hunter Wise has been an investment adviser representative at Beacon Associates Wealth Management since June 2024, and is not listed among the firm’s executive officers or direct owners.
Beacon Associates Wealth Management, LLC is a Maumee, OH firm with $101M under management, 204 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 2 yearsPineville, NC · Adviser representative · Firm CRD 318651
Investment adviser representative registrations
Hunter Wise is registered as an investment adviser representative in 3 states. The first approvals date from June 2024; the most recent is Ohio, in August 2024.
- MichiganSince 8 August 2024
- North CarolinaSince 24 June 2024
- OhioSince 9 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Hunter Nicolle Wise
- CRD
- 7852324
- Firm
- Beacon Associates Wealth Management · CRD 318651
- Office
- Pineville, NC
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Hunter Wise work?
Hunter Wise is an investment adviser representative registered through Beacon Associates Wealth Management, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Hunter Wise a financial advisor?
Yes. Hunter Wise has a current investment-adviser registration in Michigan, North Carolina and Ohio, through Beacon Associates Wealth Management since June 2024.
How many years of experience does Hunter Wise have?
Hunter Wise has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Hunter Wise passed?
Hunter Wise passed the Series 65 in December 2023.
Where is Hunter Wise based?
Hunter Wise’s registered office is in Pineville, NC.
Is Hunter Wise registered with FINRA?
No. Hunter Wise has no current broker registration.
How can I verify Hunter Wise’s record?
Search CRD 7852324 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hunter Wise’s full registration record.
