Alan Ashley Gildenberg

Employer firm

Sculati Wealth Management, LLC CRD 158783

$381M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 10/2017
  Stifel Nicolaus & Co Inc
  Ann Arbor, MI
• 11/2017 → Present
  Sculati Wealth Management, Llc
  Bloomfield Hills, MI

Previous Registrations

• 2017-11-20 → 2018-01-26
  Sculati Wealth Management, Llc
  Bloomfield Hills, MI
• 2013-02-07 → 2016-09-21
  Stifel, Nicolaus & Company, Incorporated
  Ann Arbor, MI
• 2007-09-05 → 2013-08-21
  Falcon Global Partners, Llc
  West Bloomfield, MI
  Bingham Farms, MI
  West Hollywood, CA
• 2001-06-18 → 2007-03-08
  Wells Fargo Clearing Services, Llc
  Bloomfield Hills, MI
  Farmington Hills, MI
  Bloomfield Hills, MI

Other Businesses

1. MESSAGE BLOCKS, LLC; 330 E LIBERTY ST., STE. 3F ANN ARBOR MI 48104; NOT INVESTMENT RELATED, EVENT PLANNER COMPANY; ADVISER; AFFILIATION STARTED 02/20/2015; 0 HOURS PER WEEK; ADVISING 2. WINFIRE CAPITAL, LLC; 35046 WOODWARD AVE., BIRMINGHAM MI 48009; INVESTMENT RELATED; ADVISER; REAL ESTATE DEVELOPMENT & MANAGEMENT; AFFILIATION STARTED 06/01/2017; 1 HOURS PER MONTH; REVIEW REAL ESTATE DEALS 3. Metis Sports Management, LLC; 132 N. Old Woodward Ave., Ste 2. Birmingham, MI 48009; NOT INVESTMENT RELATED; PARTNER; AGENTS FOR PROFESSIONAL ATHLETES; AFFILIATION STARTED 02/01/2018; 1 HOURS PER WEEK; BUSINESS STRATEGY & MANAGEMENT 4. AMERICAN STANDARD ROOFING, LLC; 29231 NORTHWESTERN HIGHWAY., SOUTHFIELD 48034; NOT INVESTMENT RELATED; PARTNER; ROOFING COMPANY; AFFILIATION STARTED 2/1/2019; 10 HOURS PER WEEK; BUSINESS STRATEGY & MANAGEMENT

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-02-21
• S65 Uniform Investment Adviser Law Examination
  2001-05-12