CA
COMPASS ADVISORS
SEC RegisteredMELVILLE, NYhttps://compassadvisors.com(516) 938-2400
Assets Under Management
$500M–$1B
Employees
7
Office Locations
1 office
Total Accounts
1152
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 240 | $120M |
| High Net Worth Individuals | 121 | $300M |
| Charitable Organizations | 161 | $338M |
0 total clients reported on Form ADV.
Leadership
Michael Anthony Cuneo
MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER
Lauren Michelle King
MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
NY
MELVILLEHQ
Advisors at this firm
5 advisors in the directory
Jeffrey Ryan Burke
Investment Adviser Representative
Michael Anthony Cuneo
Investment Adviser Representative
Brendan L Hyde
Investment Adviser Representative
Lauren Michelle King
Investment Adviser Representative
Jeffrey Joseph Myers
Investment Adviser Representative
Regulatory & compliance
CRD number
#288256
SEC Number
801-110409
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
compassadvisors.comPhone
(516) 938-2400Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPASS ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.