Luciano Cuneo
Advisor at Scala Capital LLC
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.
Advisor at Scala Capital LLC
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.
Location
Miami, FL 33131
Credentials
Series 63, Series 66
Industry experience
23 years
Luciano Cuneo is a financial advisor with Legado Wealth Management LLC in Miami, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior work includes roles at Raymond James & Associates, Kovack International Wealth Management, and Scala Capital LLC. He is also president of LMC Alternative Business Capital, a commercial finance company. Legado Wealth Management LLC is a single-advisor independent firm providing discretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a long-term, fundamental analysis approach and offers customized portfolios that may include ETFs, alternative investments, and sub-advised positions, serving a notable non-U.S. client base.
$0 - $1,000,000: up to 1.50% per year $1,000,001 - $10,000,000: up to 1.25% per year $10,000,000+: up to 1.00% per year
Hourly or fixed fees for investment banking and M&A advice; negotiable on a case-by-case basis.
Performance-based fee of up to 20% per year for qualified clients with net worth > $2,200,000 or managed assets > $1,000,000; combined with asset-based fee up to 1.50% per year; subject to high water mark; charged quarterly.
Account minimum: $250,000
999 Brickell Avenue, Suite 1006
Miami, FL 33131
Florida
Legado Wealth Management
2026 - Present (1 year)
Marco Polo Securities Inc.
2021 - 2022 (1 year)
Scala Capital LLC
2020 - Present (6 years)
LMC Alternative Business Capital
2020 - Present (6 years)
Kovack International Wealth Management, Inc.
2019 - 2020 (1 year)
Kovack International Advisors, Inc.
2019 - 2020 (1 year)
Raymond James & Associates
2014 - 2019 (5 years)
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