Michael Capparelli

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2014 → 04/2017
  Substation Ii
  Blacksburg, VA
• 05/2016 → 04/2017
  Ameriprise Financial
  Radford, VA
• 06/2017 → 07/2018
  Ameriprise Financial Services, Inc.
  Vienna, VA
• 08/2013 → 05/2017
  Virginia Tech
  Blacksburg, VA
• 08/2018 → 10/2019
  Variant Private Wealth
  Vienna, VA
• 11/2019 → 08/2026
  Ubs Financial Services Inc.
  New York, NY
• 08/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  New York, NY

Previous Registrations

• 2019-12-05 → 2026-08-20
  Ubs Financial Services Inc.
  New York, NY
• 2018-08-31 → 2019-10-28
  Variant Private Wealth Llc
  Vienna, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-03

Designations

• Certified Financial Planner

Other Names

• Michael John Capparelli
• Michael John Capparelli