Daniel Mancia Nunes

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 04/2022
  Ubs Financial Services Inc
  Coral Gables, FL
• 04/2022 → 08/2025
  Btg Pactual Us Capital Llc
  Miami, FL
• 02/2024 → 08/2025
  Btg Pactual Asset Management Us Llc
  Miami, FL
• 01/2026 → Present
  Stonex Securities Inc
  Miami, FL
• 01/2026 → Present
  Stonex Advisors Inc
  Miami, FL
• 03/2017 → 10/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2016 → 10/2017
  Morgan Stanley
  New York, NY
• 09/2025 → 12/2025
  Unemployed
  Miami, FL

Previous Registrations

• 2024-04-17 → 2025-09-25
  Btg Pactual Asset Management Us , Llc
  New York, NY
  Miami, FL
• 2020-11-09 → 2022-04-12
  Ubs Financial Services Inc.
  Coral Gables, FL
  Coralgables, FL
• 2016-05-12 → 2020-10-30
  Morgan Stanley
  Miami, FL
  New York, NY
• 2014-11-17 → 2016-05-12
  Credit Suisse Securities (Usa) Llc
  New York, NY
  Miami, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-11-13

Other Names

• Daniel M Nunes