Wesley Hunter has been Managing Partner of QTR Family Wealth since November 2024, is a control person of the firm and directly owns under 5% of it. Wesley Hunter holds a Bachelor's degree in Business Finance from the University of Central Florida.
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.
Wesley Hunter is Founder, Managing Partner, and Private Wealth Advisor of QTR Family Wealth. Hunter co-founded the firm with his brother, Chad, and began a financial services career in 1998. Drawing on experience at Merrill Lynch and as an entrepreneur, Hunter focuses on guiding ultra-high-net-worth clients through complex challenges and opportunities.
Wesley Hunter’s longest registration was 12 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2009–2022). Before joining QTR Family Wealth in 2024, Wesley 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.– · 7 yearsOrlando, FL · Adviser representative · Firm CRD 16361
Investment adviser representative registrations
Wesley Hunter is registered as an investment adviser representative in Florida, since November 2024.
- FloridaSince 15 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 July 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 2002 |
| Series 7 | General Securities Representative Examination | 16 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wesley David Hunter
- CRD
- 4236467
- Firm
- QTR Family Wealth · CRD 331655
- Role
- Managing Partner
- Office
- 605 CRESCENT EXECUTIVE COURT, SUITE 104, Lake Mary, FL 32746
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- qtrfamily.com
Where does Wesley Hunter work?
Wesley Hunter has been Managing Partner of QTR Family Wealth, LLC since November 2024, and is a control person of the firm.
Is Wesley Hunter a financial advisor?
Yes. Wesley Hunter has a current investment-adviser registration in Florida, through QTR Family Wealth since November 2024.
How many years of experience does Wesley Hunter have?
Wesley Hunter has 25 years in the financial industry, since August 2001, across 4 adviser firms.
What exams has Wesley Hunter passed?
Wesley Hunter has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2001. FINRA credited Wesley Hunter with the SIE, which began in October 2018.
Where did Wesley Hunter work before QTR Family Wealth?
Before QTR Family Wealth, Wesley Hunter was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to May 2022; Banc of America Investment Services, Inc., July 2002 to October 2009.
Where is Wesley Hunter based?
Wesley Hunter’s registered office is in Lake Mary, FL.
Is Wesley Hunter registered with FINRA?
No. Wesley Hunter has no current broker registration.
How can I verify Wesley Hunter’s record?
Search CRD 4236467 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley Hunter’s full registration record.
- Chad HunterChief Executive Officer/ Managing Partner
- Jeffrey SmithChief Compliance Officer
- Nicole Di PietroChief Operations Officer