Sierra Cappella has been an investment adviser representative at Vance Wealth since July 2026, and is not listed among the firm’s executive officers or direct owners. Sierra Cappella holds a Degree in financial planning from California State University, Northridge.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Sierra Cappella is Planning Associate at Vance Wealth. She works with the advisory team to prepare and coordinate client financial plans, prepares advisors for meetings, reviews tax returns for planning opportunities and helps refine internal workflows. She began with the firm as an intern while completing her degree.
- Vance WealthCurrent– present · under a yearSanta Clarita, CA · Adviser representative · Firm CRD 310162
Investment adviser representative registrations
Sierra Cappella is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sierra Alessandra Cappella
- CRD
- 8306467
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simplify-365.com
Where does Sierra Cappella work?
Sierra Cappella is an investment adviser representative registered through Vance Wealth, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sierra Cappella a financial advisor?
Yes. Sierra Cappella has a current investment-adviser registration in California, through Vance Wealth since July 2026.
How many years of experience does Sierra Cappella have?
Sierra Cappella has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Sierra Cappella passed?
Sierra Cappella passed the Series 65 in July 2026.
Where is Sierra Cappella based?
Sierra Cappella’s registered office is in Santa Clarita, CA.
Is Sierra Cappella registered with FINRA?
No. Sierra Cappella has no current broker registration.
How can I verify Sierra Cappella’s record?
Search CRD 8306467 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sierra Cappella’s full registration record.
