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William Michael Freeman

Qtr Family Wealth, LLC

Lake Mary, FL

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Current Employers
Qtr Family Wealth, Llc

605 Crescent Executive Court Suite 104, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-18
  • FL RA
    APPROVED
    Since 2024-12-18

Branch Locations

605 Crescent Executive Court Suite 104, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 05/2019 05/2022
Upstream Investment Partners Tarpon Springs FL 05/2018 08/2018
University Of North Florida Jacksonville FL 08/2015 04/2019
Bank Of America, N.A. Lake Mary FL 05/2021 05/2022
Bison Wealth, Llc Atlanta GA 05/2022 02/2025
Metric Financial, Llc Lake Mary FL 06/2022 05/2024
Qtr Family Wealth, Llc Lake Mary FL 12/2024 Present
Ifp Securities, Llc Tampa FL 01/2025 Present
  • 05/2019 → 05/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lake Mary, FL
  • 05/2018 → 08/2018
    Upstream Investment Partners
    Tarpon Springs, FL
  • 08/2015 → 04/2019
    University Of North Florida
    Jacksonville, FL
  • 05/2021 → 05/2022
    Bank Of America, N.A.
    Lake Mary, FL
  • 05/2022 → 02/2025
    Bison Wealth, Llc
    Atlanta, GA
  • 06/2022 → 05/2024
    Metric Financial, Llc
    Lake Mary, FL
  • 12/2024 → Present
    Qtr Family Wealth, Llc
    Lake Mary, FL
  • 01/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-22
S63 Uniform Securities Agent State Law Examination 2019-08-15
  • S66 Uniform Combined State Law Examination
    2021-07-22
  • S63 Uniform Securities Agent State Law Examination
    2019-08-15
Other Names
  • William Michael Freeman
  • William Freeman
  • William Michael Freeman
  • William M Freeman

View on SEC IAPD

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WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL

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