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Daniel John Caparrelli

Investment adviser representative at Thurston Springer Advisors
12 yearsExperience
1 stateRegistered in
$6BFirm assets
7 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Thurston Springer AdvisorsNov 2025 to now
  2. Thurston Springer FinancialOct 2025 to now
  3. Wells Fargo Advisors Financial Network, LLCFeb 2021 to Nov 2025
  4. Wells Fargo Clearing Services, LLCNov 2016 to Feb 2021
  5. Wells Fargo Advisors, LLCDec 2014 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (VA).

Thurston Springer Advisors

Legal name: Thurston Springer Advisors, LLC

$6BAssets managed
4,694Clients
99Advisers
7 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
6148586
Firm CRD
299201
Advisor's SEC record (opens in a new tab)
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