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Daniel Sebastian Nunez

GUERRA WEALTH ADVISORS
MIAMI, FL
·CRD# 7597110·4 years experience

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

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel Nunez

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

GUERRA WEALTH ADVISORS·CRD# 282409
RIA
6401 Sw 87 Avenue Suite 119, Miami, FL 33173
March 5, 2026 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Orlando, FL
November 18, 2022 - November 1, 2023

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Current Firm

GW
GUERRA WEALTH ADVISORS

GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES

CRD#: 282409 / SEC#: 801-128924
RIA
Registered Investment Advisory firm - SEC (11/15/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (12/31/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6401 Sw 87 Avenue Suite 119, Miami, FL 33173

Phone Number

(305) 448-1011

# of Employees

12

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,007

AUM (Assets Under Management)

$406,224,000

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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.

Life Insurance and Variable Annuity Agent

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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".
GW
GUERRA WEALTH ADVISORS

GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES

CRD#: 282409 / SEC#: 801-128924
RIA
Registered Investment Advisory firm - SEC (11/15/2023 Approved)
Florida
Registered Investment Advisory firm - Florida (12/31/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(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 65 — Uniform Investment Adviser Law Examination

Passed Mar 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2022About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Sebastian Nunez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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