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Luciano Cuneo

Legado Wealth Management LLC
23 Years of Experience
Miami, FL
4 Disclosures
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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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 75 clients with $51M in assets under management.

Legado Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
75 clients
Average Client Portfolio
$680K average
Assets Under Management
$51.0M

Fee Structure

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

Annual fee is up to 2.00% depending on portfolio size and complexity. Fees are negotiable.

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

Location

999 Brickell Avenue, Suite 1006, Miami, FL, 33131

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History

Regulatory History (4)
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.
Employment Separation After Allegations
September 2019
Employment Separation After Allegations
March 2002
Customer Dispute
September 2001
Denied
Customer Dispute
July 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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
March 2026 - Present · 7 mos
Scala Capital LLC
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Marco Polo Securities INC.Broker
January 2022 - November 2022 · 10 mos
Kovack International Advisors INC.
January 2020 - January 2020 · 0 mos
Kovack International Wealth Management, INC.Broker
October 2019 - January 2020 · 3 mos
Raymond James & Associates, INC.
September 2014 - October 2019 · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2014 - October 2019 · 5 yrs 8 mos
Arca Capital Investments, INC.Broker
November 2012 - January 2014 · 1 yr 2 mos
Nighthawk Partners INC.Broker
March 2012 - November 2012 · 8 mos
Stonehaven, LLCBroker
April 2009 - March 2012 · 2 yrs 11 mos
PFS Investments INC.Broker
May 2003 - June 2007 · 4 yrs 1 mo
Statetrust Investments INC.Broker
April 2002 - December 2002 · 8 mos
Salomon Smith Barney INC.Broker
December 1999 - April 2002 · 2 yrs 4 mos
State Registrations2 states
FLNY
Advisor

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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Luciano Cuneo - Financial Advisor | TrueAdvisor