William Freeman has been an investment adviser representative at QTR Family Wealth since December 2024, and is not listed among the firm’s executive officers or direct owners. William Freeman holds a Bachelor's degree in Finance from the University of North Florida and a Bachelor's degree in Business Management from the University of North 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.
Mike Freeman is Private Wealth Portfolio Analyst of QTR Family Wealth. Freeman collaborates with the team to build customized portfolios, develop investment strategies and implement them for clients. Before joining the firm, Freeman served as a Senior Financial Representative focusing on retirement plans and worked as an Investment Analyst with the Hunter Group at Merrill.
William Freeman’s longest registration was 2 years at Bison Wealth, LLC (2022–2025). Before joining QTR Family Wealth in 2024, William Freeman 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– · under a yearLake Mary, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by QTR Family Wealth
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
William Freeman is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 18 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 July 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 2019 |
| Series 7TO | General Securities Representative Examination | 30 July 2019 |
| SIE | Securities Industry Essentials Examination | 21 January 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- William Michael Freeman
- CRD
- 6949645
- Firm
- QTR Family Wealth · CRD 331655
- Office
- 605 CRESCENT EXECUTIVE COURT, SUITE 104, Lake Mary, FL 32746
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- qtrfamily.com
Where does William Freeman work?
William Freeman is an investment adviser representative registered through QTR Family Wealth, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is William Freeman a financial advisor?
Yes. William Freeman has a current investment-adviser registration in Florida, through QTR Family Wealth since December 2024.
How many years of experience does William Freeman have?
William Freeman has 7 years in the financial industry, since August 2019, across 3 adviser firms.
What exams has William Freeman passed?
William Freeman has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in January 2019.
Where did William Freeman work before QTR Family Wealth?
Before QTR Family Wealth, William Freeman was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2021 to May 2022.
Where is William Freeman based?
William Freeman’s registered office is in Lake Mary, FL.
Is William Freeman registered with FINRA?
Yes. William Freeman has a current broker registration, under CRD 6949645.
Source: FINRA BrokerCheck
How can I verify William Freeman’s record?
Search CRD 6949645 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Freeman’s full registration record.
- Chad HunterChief Executive Officer/ Managing Partner
- Jeffrey SmithChief Compliance Officer
- Nicole Di PietroChief Operations Officer
- Wesley HunterManaging Partner