Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Noah D

Series 66

New York, NY

Wells Fargo Advisors

Noah Doyle is a financial advisor with Wells Fargo Advisors in New York, NY, holding a Series 66 designation and 20 years of industry experience. His prior experience includes eight years at Janney Montgomery Scott and six years at Merrill Lynch/Bank of America. Outside of his advisory role, he serves as Secretary of the Board for the North Fork TV Festival, a nonprofit focused on episodic scripted television. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and sports & entertainment planning. Advisors use Wells Fargo research and tools to deliver tailored recommendations through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Michael C

CFP®, Series 66

New York, NY

Wells Fargo Advisors

Michael Capparelli IV is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked at UBS Financial Services for seven years and has held roles at Variant Private Wealth and Ameriprise Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Alex H

CFP®, Series 66

New York, NY

Wells Fargo Advisors

Alex Hart is a CFP®-certified financial advisor with four years of industry experience, currently with Wells Fargo Advisors in New York, NY. His prior experience includes roles at Janney Montgomery Scott and Neighborhood Trust Financial Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and utilizes proprietary research and tools to develop tailored recommendations delivered through client engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Charles P

CFP®, Series 66

New York, NY

Wells Fargo Advisors

Charles Princiotto is a CFP® with 14 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Janney Montgomery Scott and Bank of America. He owns and operates 11PRINCE LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, using proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Michael C

Series 63, Series 65, Series 66

New York, NY

Wells Fargo Advisors

Michael Coraggio is a financial advisor at Wells Fargo Advisors in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 22 years of industry experience. He previously worked for 12 years at Janney Montgomery Scott before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)