Alma Estrada
Investment adviser representative at Ucap Americas
17 yearsExperience
1 stateRegistered in
$208.2MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Ucap AmericasOct 2021 to now
- Ucap Securities LLCOct 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
- Wells Fargo Advisors LLCMay 2009 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ucap Americas
Legal name: Ucap Asset Management LLC
$208.2MAssets managed
189Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359708
- Firm CRD
- 170846