Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Yash D
Series 65
Charlotte, NC
Aureus Capital
Yash Deshpande is a financial advisor at Aureus Capital in Charlotte, NC, holding a Series 65 designation with four years of industry experience. His work history includes roles at Experis US Inc., Digital Intelligence Systems, LLC, Belk, Inc., and Walmart Inc. Aureus Capital is an independent firm providing discretionary portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and trusts. The firm employs a combination of fundamental and technical analysis, incorporating options strategies and margin usage within a long-term, income-oriented approach tailored to each client’s goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters