Nicole Di Pietro is a control person of QTR Family Wealth and directly owns under 5% of it.
QTR Family Wealth is an investment adviser based in Lake Mary, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $749 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8008856
- Firm
- QTR Family Wealth · CRD 331655
- Role
- Chief Operations Officer
- In role since
- April 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Lake Mary, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicole Di Pietro work?
Nicole Di Pietro has been Chief Operations Officer of QTR Family Wealth, LLC since April 2024, and is a control person of the firm.
How can I verify Nicole Di Pietro’s record?
Nicole Di Pietro’s role is listed on QTR Family Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 331655.
- Chad HunterChief Executive Officer/ Managing Partner
- Jeffrey SmithChief Compliance Officer
- Wesley HunterManaging Partner