David Sebastian Nunez

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-16
GA	RA	APPROVED	2026-04-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Marietta	GA	09/2021	Present
Kennesaw State University	Kennesaw	GA	01/2020	08/2021
Universidad San Francisco De Quito	Quito		01/2019	01/2020
Colegio Pachamama	Quito		01/2016	01/2019
Georgia State University	Atlanta	GA	09/2021	04/2024
Employbridge	Buford	GA	05/2021	09/2021
Hire Dynamics, Llc	Lawrenceville	GA	08/2019	11/2019
Bank Of America, N.A.	Marietta	GA	04/2026	Present

09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marietta, GA
01/2020 → 08/2021

Kennesaw State University

Kennesaw, GA
01/2019 → 01/2020

Universidad San Francisco De Quito

Quito
01/2016 → 01/2019

Colegio Pachamama

Quito
09/2021 → 04/2024

Georgia State University

Atlanta, GA
05/2021 → 09/2021

Employbridge

Buford, GA
08/2019 → 11/2019

Hire Dynamics, Llc

Lawrenceville, GA
04/2026 → Present

Bank Of America, N.A.

Marietta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-27

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