# Vincent Pappalardo

> Vincent Pappalardo is a fee-only financial advisor at Stevens Capital Partners in Ronkonkoma, New York. Stevens Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/vincent-pappalardo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stevens Capital Partners
- **Based in:** Ronkonkoma, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $810.3M across 2,575 accounts
- **CRD:** 7827330 (https://adviserinfo.sec.gov/individual/summary/7827330)
- **SEC registration:** Investment adviser representative in FL, NE, NY
- **Exams passed:** Series 63 (2026), Series 65 (2023)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.mypurposefulwealth.com/

## Frequently asked questions

### Is Vincent Pappalardo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Vincent holds no broker registration, and Stevens Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Vincent charge for financial advice?

Vincent's firm, Stevens Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Vincent Pappalardo based?

Vincent Pappalardo is based in Ronkonkoma, New York.

### Is Vincent Pappalardo registered with the SEC?

Yes. Vincent Pappalardo is registered as an investment adviser representative in FL, NE and NY (CRD 7827330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stevens Capital Partners manage?

Stevens Capital Partners reports $810.3M across 2,575 accounts in assets under management.

### How do I contact Vincent Pappalardo?

Through Vincent's website, www.mypurposefulwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7827330): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.