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Alberto Luna

Stonex International Advisors INC
26 Years of Experience
Miami, FL
1 DisclosureBroker
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Alberto Luna is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 26 years of industry experience. Alberto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 77 clients with $110M in assets under management.

Stonex International Advisors INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
77 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$106.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

StoneX International Advisors charges a maximum annualized fee of up to 2.0% for discretionary accounts and model portfolios, and up to 1.50% for limited discretionary accounts. Fees are negotiable.

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

Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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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.
Customer Dispute
January 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alberto is an Investment Adviser Representative with Intercam Advisors, Inc. since 2017, spending about a quarter of his time on this. He also works as a Growth Strategy Consultant for TIKIERO APP, a digital wallet business, dedicating about 10-20% of his time during non-market hours since March 2025.

Employment History
Current Registrations
Stonex International Advisors INC
April 2017 - Present · 9 yrs 6 mos
Stonex International Securities INC.Broker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
November 2011 - April 2017 · 5 yrs 5 mos
UBS Financial Services INC.Broker
November 2011 - April 2017 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - November 2011 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - November 2011 · 11 yrs 6 mos
State Registrations5 states
CACOFLTXWY
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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