Advisors at this firm
Luciano C
Series 63, Series 66
Miami, FL
Scala Capital LLC
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.
Estefania G
Series 66
Ft Myers, FL
Scala Capital LLC
Estefania Gorman is a financial advisor at Scala Capital LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., Oppenheimer & Co., and Wells Fargo Advisors. Outside of her advisory role, she works as a delivery driver for a local delivery service. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through model portfolios and employs a range of investment strategies including technical, fundamental, and cyclical analysis, as well as options and short-sale strategies.
Alberto S
Series 65
Miami, FL
Scala Capital LLC
Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.
David G
Series 65
Miami, FL
Scala Capital LLC
David Guenoun is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with Scala Capital LLC in Miami, FL. He is a managing director and managing partner of several investment entities, including Tandem Capital Partners, LLC, which focuses on distressed real estate and consulting for small companies, and Glide Capital, LLC, which manages private investment funds. Outside of his advisory role, he is involved in various family trusts and minority land investments, and holds a directorship at a pastry retail and catering business. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through model portfolios that employ technical, fundamental, and cyclical analysis alongside various trading strategies. The firm also advises multiple private investment portfolios through affiliated fund structures and offers investment banking and mergers & acquisitions services in selected engagements.
Terrence C
Series 63, Series 65
Frisco, CO
Scala Capital LLC
Terrence Cunningham is a financial advisor at Scala Capital LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CMG Capital Management Group, Inc. and Integral Wealth Securities LLC. Outside of his advisory role, he is involved in business development and commercial lending with Clarion Street Advisors. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary portfolio management through model portfolios and incorporates technical, fundamental, and cyclical analysis alongside various trading strategies.