Michael D. Nunnally

CERTUITY

NASHVILLE, TN

Some features on this profile are disabled

CRD#: 5913610

Professional summary

Michael Dent Nunnally, CFP® is a registered financial advisor currently at CERTUITY, LLC located in Nashville, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business: JSMN Capital, LLC Investment Related: Yes Address: 409A 35th Ave N., Nashville, TN 37209 Nature of Business: Consulting on equity and debt financing for commercial real estate Position: President Start Date: 03/23/2023 Approximate number of hours per month: 5 hours Number of hours per month during securities trading: 5 hours Briefly describe your duties: Consulting on equity and debt financing for commercial real estate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dent Nunnally's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 1, 2023 - Present

CERTUITY, LLC

RIA

CRD#: 129505

NASHVILLE, TN

Past

June 18, 2013 - April 5, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NASHVILLE, TN

Past

April 9, 2012 - April 5, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 19, 2011 - January 19, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CERTUITY, LLC

CRD#: 129505 / SEC#: 801-62580

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/1/2023)

IAR

Tennessee
(5/2/2023)

IAR

Texas
(5/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2011

General Securities Representative Examination

Current Firm

CERTUITY, LLC

CRD#: 129505 / SEC#: 801-62580

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1295 Us Highway One Third Floor, North Palm Beach, FL 33408

Mailing Address

Phone number

(561) 693-3255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CERTUITY FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	1,889
AUM (Assets Under Management)	$ 3,100,032,026

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/04/2024	Cover Page	Report
12/22/2023	Cover Page	Report
11/23/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael D. Nunnally

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dent Nunnally's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CERTUITY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2011

Current Firm

CERTUITY, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERTUITY, LLC

TRUST BUT VERIFY

Similar Advisors