DP
DP

Damian Pereira-Nunez

19 Years of Experience
Hallandale, FL
1 DisclosureBroker

Damian Pereira-Nunez is a registered investment advisor at Wells Fargo Advisors, based in Hallandale, FL, with 19 years of industry experience. Damian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1201 E Hallandale Beach Blvd, Hallandale, FL, 33009

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
May 2022 - Present · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2017 - May 2022 · 4 yrs 9 mos
Citigroup Global Markets INC.
August 2017 - May 2022 · 4 yrs 9 mos
Santander Securities LLCBroker
September 2012 - August 2017 · 4 yrs 11 mos
Santander Securities
September 2012 - August 2017 · 4 yrs 11 mos
LPL Financial LLC
October 2011 - September 2012 · 11 mos
LPL Financial LLCBroker
October 2011 - September 2012 · 11 mos
Chase Investment Services CORP.
January 2008 - October 2011 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
December 2007 - October 2011 · 3 yrs 10 mos
Fordham Financial Management, INC.Broker
October 2006 - December 2007 · 1 yr 2 mos
State Registrations9 states
AZCAFLGANCNJNYPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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