Estefania Gorman
Investment adviser representative at Scala Capital LLC
12 yearsExperience
1 stateRegistered in
$380.5MFirm assets
8 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Scala Capital LLCApr 2024 to now
- First Trust Advisors L.P.Mar 2019 to Apr 2024
- First Trust Portfolios L.P.Mar 2019 to Apr 2024
- Oppenheimer & Co.Nov 2018 to Mar 2019
- UnemployedSep 2018 to Oct 2018
- Kobo SafarisMar 2018 to Sep 2018
- UnemployedMay 2017 to Mar 2018
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors, LLCSep 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Scala Capital LLC
$380.5MAssets managed
403Clients
2Advisers
8 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
- 6168784
- Firm CRD
- 156165