Vincent Pappalardo
Stevens Capital Partners · Ronkonkoma, New York
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.
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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 | $810.3M across 2,575 accounts |
| SEC registration | Investment adviser representative in FL, NE, NY · CRD 7827330 |
| Exams passed | Series 63 (2026) · Series 65 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mypurposefulwealth.com |
How Vincent's firm compares
- Stevens Capital Partners's average account is about $315,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Vincent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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