Daniel Sebastian Nunez
Investment adviser representative at Guerra Wealth Advisors
22 yearsExperience
1 stateRegistered in
$406.2MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Guerra Wealth AdvisorsNov 2023 to now
- Wells Fargo Clearing Services, LLCJul 2022 to Oct 2023
- Wells Fargo Bank, NAOct 2021 to Oct 2023
- Bank of AmericaNov 2020 to Oct 2021
- Charter CommunicationsAug 2020 to Nov 2020
- UnemployedMar 2020 to Aug 2020
- Marriott InternationalJan 2019 to Mar 2020
- Cole HaanJul 2017 to Oct 2017
- AdidasAug 2016 to Jan 2019
- Full Time StudentAug 2004 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Guerra Wealth Advisors
Legal name: Guerra Advisors Inc.
$406.2MAssets managed
3,007Clients
17Advisers
2 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
- 7597110
- Firm CRD
- 282409