Luciano Cuneo is a registered investment advisor at Legado Wealth Management LLC, based in Miami, FL, with 23 years of industry experience. Luciano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 75 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legado Wealth Management charges an annual investment management fee of up to 2.00% of your portfolio, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are paid quarterly or monthly, either in advance or after the service is provided. Fees may be negotiable.
Location
999 Brickell Avenue, Suite 1006, Miami, FL, 33131
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Regulatory History (4)
Employment Separation After Allegations
September 2019Employment Separation After Allegations
March 2002Customer Dispute
September 2001Customer Dispute
July 2000Other Business Activities
Luciano is the President of LMC Alternative Business Capital, a commercial finance company, since January 2020. This activity is not investment-related.
Employment History
Current Registrations
Legado Wealth Management LLC
Scala Capital LLC
Previous Registrations
Marco Polo Securities INC.Broker
Kovack International Advisors INC.
Kovack International Wealth Management, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Arca Capital Investments, INC.Broker
Nighthawk Partners INC.Broker
Stonehaven, LLCBroker
PFS Investments INC.Broker
Statetrust Investments INC.Broker
Salomon Smith Barney INC.Broker
State Registrations1 state
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.