Michael Anthony Cuneo
Investment adviser representative at Compass Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$767.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Compass AdvisorsFeb 2019 to now
- Compass Advisory Group LLC d/b/a Compass AdvisorsMay 2017 to now
- Purshe Kaplan Sterling InvestmentsMay 2017 to now
- LPL Financial LLCAug 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Compass Advisors
Legal name: Compass Advisory Group LLC
$767.5MAssets managed
528Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634237
- Firm CRD
- 288256