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Terrence Patrick Cunningham

Investment Adviser Representative at SCALA CAPITAL LLC

Frisco, COCRD #1053612Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
24 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 24 states
ArizonaArkansasCaliforniaColoradoConnecticutFloridaGeorgiaIdahoIndianaIowaKansasMaineMarylandMichiganMissouriNew JerseyNew MexicoNew YorkNorth CarolinaOklahomaPennsylvaniaSouth DakotaTennesseeTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/9/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 7/7/1982
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/8/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/1/1982
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 2/1/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Scala Capital LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SCALA CAPITAL LLCCurrent
10/31/2025 – Frisco, CO
INTEGRAL WEALTH SECURITIES LLCCurrent
9/9/2009 – Frisco, CO
CMG CAPITAL MANAGEMENT GROUP, INC.
10/9/2020 – 7/24/2025Malvern, PA
IP FINANCIAL ADVISORY SERVICES LLC
1/14/2020 – 10/21/2020Villanova, PA
INNOVATION PARTNERS LLC
1/23/2019 – 10/21/2020Villanova, PA
INNOVATION PARTNERS LLC
2/14/2017 – 12/31/2018Villanova, PA
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.
11/20/2003 – 2/5/2008Chicago, IL
FISHER INVESTMENTS,INC.
9/10/2002 – 8/18/2003Villanova, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SCALA CAPITAL LLC

4 other advisors in the directory

Luciano Manuel Cuneo
Investment Adviser Representative
Dual-registered
Estefania Gorman
Investment Adviser Representative
Dual-registered
David Nmn Guenoun
Investment Adviser Representative
Dual-registered
Alberto Eduardo Siblesz
Investment Adviser Representative
Investment Adviser Rep
View SCALA CAPITAL LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terrence Patrick Cunningham 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 BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Terrence Patrick Cunningham - Financial Advisor in Frisco, CO | AdvisorFinder