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Armando Cunill

Gradient Wealth Management
30 Years of Experience
Pinecrest, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Armando Cunill is a registered investment advisor at Gradient Wealth Management, based in Pinecrest, FL, with 30 years of industry experience. Armando 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, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8603 S Dixie Highway, Suite 304, Pinecrest, FL, 33156

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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.
Regulatory
November 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Armando is an insurance agent selling fixed insurance products through Capital Financial Services since 1984. This takes about three-quarters of his time.

Employment History
Current Registrations
Gradient Wealth Management
February 2015 - Present · 11 yrs 8 mos
Gradient Securities, LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Gradient Advisors, LLC
November 2012 - February 2015 · 2 yrs 3 mos
Ing Financial Partners, INC
July 1996 - November 2012 · 16 yrs 4 mos
Ing Financial Partners, INC.Broker
June 1996 - November 2012 · 16 yrs 5 mos
State Registrations1 state
FL
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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