William Nunley has been an investment adviser representative at Nest Investments since February 2026, and is not listed among the firm’s executive officers or direct owners.
Nest Investments LLC is a Conshohocken, PA firm with $132M under management, 2,832 clients and 9 advisers in one office, as of its August 2026 filing.
Investment adviser representative registrations
William Nunley is registered as an investment adviser representative in Pennsylvania, since February 2026.
- PennsylvaniaSince 10 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 10 February 2026 |
| Series 66 | Uniform Combined State Law Examination | 10 September 2025 |
| SIE | Securities Industry Essentials Examination | 11 April 2025 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- William Anthony Nunley
- CRD
- 8154128
- Firm
- Nest Investments · CRD 286024
- Office
- 20 ASH STREET, SUITE 300, Conshohocken, PA 19428
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Nunley work?
William Nunley is an investment adviser representative registered through Nest Investments LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Nunley a financial advisor?
Yes. William Nunley has a current investment-adviser registration in Pennsylvania, through Nest Investments since February 2026.
How many years of experience does William Nunley have?
William Nunley has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has William Nunley passed?
William Nunley has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in April 2025.
Where is William Nunley based?
William Nunley’s registered office is in Conshohocken, PA.
Is William Nunley registered with FINRA?
Yes. William Nunley has a current broker registration, under CRD 8154128.
Source: FINRA BrokerCheck
How can I verify William Nunley’s record?
Search CRD 8154128 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Nunley’s full registration record.