Michael Capparelli
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2026 to now
- UBS Financial Services Inc.Nov 2019 to Aug 2026
- Variant Private WealthAug 2018 to Oct 2019
- Ameriprise Financial Services, Inc.Jun 2017 to Jul 2018
- Ameriprise FinancialMay 2016 to Apr 2017
- Substation IiSep 2014 to Apr 2017
- Virginia TechAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6661137
- Firm CRD
- 11025