Alberto Luna
Alberto Luna is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 25 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 148 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX International Advisors charges up to 2.0% annually for discretionary accounts and model portfolios, and up to 1.50% for limited discretionary accounts. These fees are based on the value of your investments and are charged quarterly. The specific fee is negotiable, so clients with similar portfolios may pay different rates. If you use StoneX International Securities, their affiliated broker-dealer, you'll also pay a flat $35 fee per transaction.
Location
1221 Brickell Avenue, Suite 200, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Alberto is an Investment Adviser Representative with Intercam Advisors, Inc. since 2017, spending about a quarter of his time on this. He also works as a Growth Strategy Consultant for TIKIERO APP, a digital wallet business, dedicating about 10-20% of his time during non-market hours since March 2025.
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.