Michael Cuneo
Michael Cuneo is a CFP-designated registered investment advisor at Compass Advisors, based in Melville, NY, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 528 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Advisors manages investments for a fee based on the value of your portfolio. The annual fee can be up to 2.00% of the portfolio value, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are negotiable.
Location
155 Pinelawn Road, Suite 210 N, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is dually-registered with Compass Advisory Group, LLC and Purshe Kaplan Sterling Investments, Inc., spending the majority of his time as an investment advisor representative. He also owns several entities, including a fixed insurance business where he is a managing partner, dedicating a few hours per week to the distribution of fixed insurance products.
Employment History
Current Registrations
Compass Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Compass Advisors
LPL Financial LLC
LPL Financial LLCBroker
Riversource Distributors, INC.Broker
Cohen & Steers Securities, LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
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.