MN
CFP
MN
CFP

Michael Dent Nunnally

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
489 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
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Location

Nashville, TN

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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

Michael is the President of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. This investment-related activity requires minimal time.

Employment History
Current Registrations
Certuity, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
June 2013 - April 2023 · 9 yrs 10 mos
UBS Financial Services INC.Broker
April 2012 - April 2023 · 11 yrs
AXA Advisors, LLCBroker
September 2011 - January 2012 · 4 mos
State Registrations3 states
CATNTX
Advisor
Exams
No exam information available for this advisor.
Michael Dent Nunnally - Financial Advisor | TrueAdvisor