Sergio David Nunez
Investment adviser representative at Ally Invest Advisors
18 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Ally Invest AdvisorsAug 2026 to now
- Ally Invest Securities LLCAug 2026 to now
- UnemployedMay 2026 to Aug 2026
- Equitable Advisors, LLC.May 2026 to May 2026
- Miles Sawyer Wicker - Equitable AdvisorsMay 2026 to May 2026
- Bank of America, N.A.Apr 2026 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to May 2026
- UnemployedMay 2024 to Aug 2024
- Texas Regional BankMay 2023 to Apr 2024
- Zions Bancorporation N.A.Apr 2019 to Apr 2023
- TitlemaxJan 2019 to Apr 2019
- UnemployedNov 2018 to Jan 2019
- Plains Capital BankSep 2017 to Oct 2018
- Texans Credit UnionNov 2016 to Sep 2017
- UnemployedOct 2016 to Nov 2016
- Collin County Community CollegeMay 2008 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 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
- 7977077
- Firm CRD
- 170301