Financial advisor
MICHAEL ANTHONY CUNEO
At CAPTRUST · Melville, NY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Compass Advisors | Compass Advisors | CAPTRUST | Acquisition | September 23, 2026 | $767.5M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CAPTRUST | Investment adviser | October 13, 2026 | Current |
| CAPFINANCIAL SECURITIES, LLC. | Broker-dealer | October 13, 2026 | Current |
| COMPASS ADVISORS | Investment adviser | February 25, 2019 | Current |
| COMPASS ADVISORS | Investment adviser | May 15, 2017 | November 26, 2018 |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | May 15, 2017 | Current |
| LPL FINANCIAL LLC | Investment adviser | April 7, 2017 | May 31, 2017 |
| LPL FINANCIAL LLC | Broker-dealer | August 2, 2013 | May 31, 2017 |
| RIVERSOURCE DISTRIBUTORS, INC. | Broker-dealer | March 10, 2010 | August 1, 2013 |
| COHEN & STEERS SECURITIES, LLC | Broker-dealer | January 12, 2006 | February 8, 2010 |
| AMERIPRISE FINANCIAL SERVICES, INC. | Broker-dealer | May 8, 2003 | January 6, 2006 |
| IDS LIFE INSURANCE COMPANY | Broker-dealer | May 8, 2003 | January 6, 2006 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.