Michael Anthony Cuneo
Advisor at Compass Advisors — Melville, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
23 years
Location
Melville, NY 11747
Compass Advisors
Team
Total advisors
4Clients per advisor
90 HighAvg AUM per client
$1,165,326 TypicalHNW client ratio
34% TypicalMichael Cuneo is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He is currently with Compass Advisors and has prior experience at CAPTrust, Purshe Kaplan Sterling Investments, and LPL Financial. Outside of his advisory work, he is involved in managing a fixed insurance business and owns Kaboom Partners, LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing low-cost, diversified mutual funds and ETFs, with flexibility to incorporate individual securities and derivatives for tactical or tax-related strategies.
Based on Compass Advisors
Based on Compass Advisors
$1,500 to $15,000 per engagement (financial planning services)
$0+: up to 2.00% annually (investment management services, negotiable, based on factors such as complexity, asset level, relationship) $0+: up to 1.00% annually (retirement plan advisory services, negotiable based on plan size and complexity)
Certain advisory persons receive commissions as registered representatives of a broker-dealer and from insurance sales, separate from advisory fees
$200 to $350 per hour (financial planning services)
Fee-only: Investment management fees, retirement plan advisory fees, financial planning fees (hourly or fixed)
Melville, NY
155 Pinelawn Road, Suite 210 N
Melville NY 11747
Advisors at this office
4
New York · Texas
23 years of industry experience
CAPTrust
2026 - Present • 1 year
Raleigh, NC
CapFinancial Securities LLC
2026 - Present • 1 year
Raleigh, NC
Purshe Kaplan Sterling Investments
2017 - 2026 • 9 years
Albany, NY
Compass Advisory Group LLC d/b/a Compass Advisors
2017 - 2026 • 9 years
Melville, NY
LPL Financial
2013 - 2017 • 4 years
Plainview, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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