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Flavia Bastos Nunes

8 Years of Experience
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,358 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$3.4B

Fee Structure

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Location

150 E Palmetto Park Rd., Ste. 800, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Flavia owns two rental properties in Boynton Beach, Florida, since December 2020. She dedicates minimal time to these activities, and they are not investment-related.

Employment History
Current Registrations
Steelpeak Wealth, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - November 2024 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - November 2024 · 7 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Flavia Bastos Nunes - Financial Advisor | TrueAdvisor