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Financial ADVSR advisor directory · SEC adviser records

Qtr Family Wealth, LLC financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a Qtr Family Wealth, LLC office in Lake Mary, A to Z.

The short answer

4 registered advisors work at Qtr Family Wealth, LLC in Lake Mary, out of 4 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Qtr Family Wealth, LLC advisors in Lake Mary, A to Z

Every Qtr Family Wealth, LLC advisor →

Qtr Family Wealth, LLC advisors in every city and state →Qtr Family Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6LPL Financial LLC 6MML Investors Services, LLC 5Cwm, LLC 4Park Avenue Securities LLC 4

Questions

How many financial advisors does Qtr Family Wealth, LLC have in Lake Mary?

4 investment adviser representatives are registered at Qtr Family Wealth, LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Qtr Family Wealth, LLC one of the largest advisor employers in Lake Mary?

Qtr Family Wealth, LLC ranks number 13 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Qtr Family Wealth, LLC advisor in Lake Mary?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Qtr Family Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.