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Chief Operations Officer · QTR Family Wealth, LLC

Nicole Di Pietro

CRD 8008856 · Named on Form ADV at one SEC-registered adviser

At a glance

QTR Family Wealth, LLC, an SEC-registered wealth manager based in Lake Mary, FL with $749 million in regulatory assets, lists Nicole Di Pietro on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

AtlasMembers

Nicole’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.