Kevin R. Nunez

NJK WEALTH MANAGEMENT

FAIRFIELD, CT

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CRD#: 6164564

Professional summary

Kevin Roberto Nunez is a registered financial advisor currently at NJK WEALTH MANAGEMENT located in Fairfield, Connecticut.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kevin has worked at 5 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Roberto Nunez's 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®

None

Experience

Current

March 3, 2026 - Present

NJK WEALTH MANAGEMENT

RIA

CRD#: 338352

FAIRFIELD, CT

Past

June 4, 2020 - May 29, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Purchase, NY

Past

June 4, 2020 - May 29, 2025

MORGAN STANLEY

CRD#: 149777

Purchase, NY

Past

September 11, 2019 - November 25, 2019

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

Westport, CT

Past

September 11, 2019 - November 25, 2019

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

Westport, CT

Past

June 20, 2018 - August 29, 2019

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

June 20, 2018 - August 29, 2019

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

February 10, 2017 - May 24, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

February 10, 2017 - May 24, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 14, 2016 - September 29, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Connecticut
(3/3/2026)

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: 11/19/2016

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: 7/14/2016

General Securities Representative Examination

Current Firm

NJK WEALTH MANAGEMENT

NJK WEALTH MANAGEMENT | NJK WEALTH MANAGEMENT LLC

CRD#: 338352 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/3/2026 Approved)

New York

Registered Investment Advisory firm - (3/9/2026 Approved)

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Contact information

Main Address

Fairfield, CT

Mailing Address

Phone number

(917) 359-9854

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Kevin R. Nunez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Roberto Nunez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

TRUST ADVISORY GROUP LTD

AGES FINANCIAL SERVICES, LTD.

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2016

Current Firm

NJK WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

NJK WEALTH MANAGEMENT

TRUST BUT VERIFY

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