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Daniel Sebastian Nunez

Guerra Wealth Advisors

Miami, FL

CRD 7597110

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Employer firm

Guerra Wealth Advisors CRD 282409

$406M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Guerra Wealth Advisors

6401 Sw 87 Avenue Suite 119, Miami, FL 33173 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-05
  • FL RA
    APPROVED
    Since 2026-03-05

Branch Locations

6401 Sw 87 Avenue Suite 119, Miami, FL 33173 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Orlando FL 07/2022 10/2023
Wells Fargo Bank, Na Orlando FL 10/2021 10/2023
Bank Of America Tampa FL 11/2020 10/2021
Charter Communications Orlando FL 08/2020 11/2020
Unemployed Kissimmee FL 03/2020 08/2020
Marriott International Orlando FL 10/2019 03/2020
Marriott International Orlando FL 01/2019 10/2019
Adidas Orlando FL 10/2017 01/2019
Cole Haan Orlando FL 07/2017 10/2017
Adidas Orlando FL 08/2016 10/2017
Full Time Student Kissimmee FL 08/2004 05/2017
Guerra Wealth Advisors Miami FL 11/2023 10/2025
Guerra Wealth Advisors Miami FL 10/2025 Present
  • 07/2022 → 10/2023
    Wells Fargo Clearing Services, Llc
    Orlando, FL
  • 10/2021 → 10/2023
    Wells Fargo Bank, Na
    Orlando, FL
  • 11/2020 → 10/2021
    Bank Of America
    Tampa, FL
  • 08/2020 → 11/2020
    Charter Communications
    Orlando, FL
  • 03/2020 → 08/2020
    Unemployed
    Kissimmee, FL
  • 10/2019 → 03/2020
    Marriott International
    Orlando, FL
  • 01/2019 → 10/2019
    Marriott International
    Orlando, FL
  • 10/2017 → 01/2019
    Adidas
    Orlando, FL
  • 07/2017 → 10/2017
    Cole Haan
    Orlando, FL
  • 08/2016 → 10/2017
    Adidas
    Orlando, FL
  • 08/2004 → 05/2017
    Full Time Student
    Kissimmee, FL
  • 11/2023 → 10/2025
    Miami, FL
  • 10/2025 → Present
    Miami, FL
Other Businesses

Life Insurance and Variable Annuity Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-27
S63 Uniform Securities Agent State Law Examination 2022-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-27
  • S63 Uniform Securities Agent State Law Examination
    2022-12-01
Other Names
  • Daniel Nunez

View on SEC IAPD

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