Daniel Sebastian Nunez
Professional Summary
Daniel Sebastian Nunez, who also goes by Daniel Nunez, is a registered financial advisor currently at GUERRA WEALTH ADVISORS located in Miami, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Nunez
Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Current Firm
GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES
Contact Information
Main Address
6401 Sw 87 Avenue Suite 119, Miami, FL 33173Phone Number
(305) 448-1011# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,007AUM (Assets Under Management)
$406,224,000Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
Primary Firm SEC Registration
GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES
State Registrations and Notice Filings
(3/5/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2022About the Series 6TO examSimilar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Sebastian Nunez's CRS (Customer Relationship Summary).
Similar Advisors
FARTHER
FALCON WEALTH PLANNING, LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.