Stephanie Nunez
Investment adviser representative at Ipg Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ipg Investment Advisors. LLC.Jun 2023 to now
- Investment Placement GroupNov 2020 to now
- Warren Walker SchoolJun 2019 to Nov 2020
- The New Children MuseumDec 2018 to Jun 2019
- TargetDec 2017 to Mar 2018
- Vista La Mesa AcademyAug 2016 to Dec 2018
- San Diego Zoon GlobalMay 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ipg Investment Advisors, LLC
$4.1BAssets managed
1,282Clients
40Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7394480
- Firm CRD
- 152990