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Vincent Anthony Pappalardo

Stevens Capital Partners

Ronkonkoma, NY

Omaha, NE

CRD 7827330

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Employer firm

Stevens Capital Partners CRD 317517

$810M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Stevens Capital Partners

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
NE RA APPROVED 2026-01-09
NY RA APPROVED 2023-11-29
  • FL RA
    APPROVED
    Since 2026-01-09
  • NE RA
    APPROVED
    Since 2026-01-09
  • NY RA
    APPROVED
    Since 2023-11-29

Branch Locations

Ronkonkoma, NY • United States

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zans Kosher Deli Lake Grove NY 07/2019 08/2022
Full - Time Student Ronkonkoma NY 08/2013 08/2023
Stevens Capital Partners Omaha NE 09/2023 Present
  • 07/2019 → 08/2022
    Zans Kosher Deli
    Lake Grove, NY
  • 08/2013 → 08/2023
    Full - Time Student
    Ronkonkoma, NY
  • 09/2023 → Present
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-03
S65 Uniform Investment Adviser Law Examination 2023-07-03
  • S63 Uniform Securities Agent State Law Examination
    2026-08-03
  • S65 Uniform Investment Adviser Law Examination
    2023-07-03

View on SEC IAPD

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