J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
24yrs
Alma Estrada
Financial advisor at Ucap Americas
Alma Estrada has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Miami, Florida. After 18 years at Wells Fargo Advisors and less than a year at Prudential Equity Group, Alma joined Ucap Americas in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 19% by experience in Miami
Office1221 Brickell Avenue Suite 2040, Miami, FL 33131
FirmUcap Americas
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$666,098
Advisors at the firm10
States licensed ?1 state
Services through Ucap Americas
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowUcap AmericasCurrent firm
- 2003 – 2021Wells Fargo Clearing Services, LLCPreviously
- Apr 2003 – Jul 2003Prudential Equity Group, LLCPreviously
Contact Alma
(646) 809-3600Ucap Americas main office 1221 Brickell Avenue Suite 2040Miami, FL 33131Office · Get directions LinkedIn pageUcap Americas
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Questions to ask Alma
Tailored to Alma’s registration and firm.
- 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
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About Alma
How do I contact Alma?
Call Ucap Americas at (646) 809-3600 and ask for Alma Estrada. Alma works from the Miami, FL office.
How long has Alma been a financial advisor?
Alma has been in the industry since 2003, about 24 years. Top 19% by experience in Miami.
What licenses does Alma hold?
Series 66. Tap any license on this page to see what it allows.
Is Alma a fiduciary?
Alma is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alma paid?
Ucap Americas reports being paid by a percentage of the assets they manage, other fees. Ask Alma for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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