Western Wealth Management
37yrs
Top 4% by experience in Colorado
44yrs
Terrence Patrick Cunningham
Financial advisor at Scala Capital
At a glance
Experience44 years (since 1982)
How that compares ?Top advisor by experience in Frisco
OfficeFrisco, CO
FirmScala Capital
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through Scala Capital
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowScala Capital LLCCurrent firm
- 2020 – 2025CMG Capital Management Group, Inc.Previously
- Jan 2020 – Oct 2020IP Financial Advisory Services LLCPreviously
- Jan 2019 – Oct 2020Innovation Partners LLCPreviously
- Feb 2017 – Dec 2018Innovation Partners LLCPreviously
- 2003 – 2008DWS Investment Management Americas, Inc.Previously
- Sep 2002 – Aug 2003Fisher InvestmentsPreviously
Questions to ask Terrence
Tailored to Terrence’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Terrence
How do I contact Terrence?
Call Scala Capital at 305-539-3850 and ask for Terrence Patrick Cunningham. Terrence works from the Frisco, CO office.
How long has Terrence been a financial advisor?
Terrence has been in the industry since 1982, about 44 years. Top advisor by experience in Frisco.
What licenses does Terrence hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terrence a fiduciary?
Terrence is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terrence paid?
Scala Capital reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Terrence for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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