Stephen Daniel Casaccia

Employer firm

Victory Capital Management Inc. CRD 106189

$283B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• MODEL PORTFOLIOS; RESEARCH SERVICES FOR A FEE TO CERTAIN NON-RELATED PERSONS

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

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

Current Employers

Employment History

• 02/2014 → 06/2017
  Pioneer Funds Distributor, Inc.
  Boston, MA
• 07/2017 → 12/2020
  Amundi Pioneer Distributor, Inc.
  Boston, MA
• 01/2021 → 04/2025
  Amundi Distributor Us, Inc.
  Boston, MA
• 04/2025 → Present
  Victory Capital Services, Inc.
  Boston, MA
• 04/2025 → Present
  Victory Capital Management Inc.
  Boston, MA

Previous Registrations

• 2021-01-04 → 2025-04-25
  Amundi Asset Management Us, Inc.
  Boston, MA
• 2014-02-10 → 2020-12-31
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2012-03-28 → 2014-02-06
  Stadion Money Management, Llc
  Watkinsville, GA
• 2010-03-18 → 2012-03-08
  Mutual Of Omaha Investor Services, Inc.
  Katy, TX
  Omaha, NE
• 2007-04-04 → 2009-04-20
  Russell Investments
  Tacoma, WA
  Seattle, WA
• 2005-06-29 → 2007-01-26
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-28
• S63 Uniform Securities Agent State Law Examination
  2003-10-31

Other Names

• Steve Casaccia
• Stephen D Casaccia