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Stephen Daniel Casaccia

Investment Adviser Representative at VICTORY CAPITAL MANAGEMENT INC.

Katy, TXCRD #3225495Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Stephen Daniel Casaccia has worked in the securities industry since 1999. They are registered to provide investment advisory services in Louisiana, Oklahoma, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
LouisianaOklahomaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/28/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 10/31/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/21/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/13/1999
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/14/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Victory Capital Management Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VICTORY CAPITAL MANAGEMENT INC.Current
9/17/2025Katy, TX
VICTORY CAPITAL SERVICES, INC.Current
4/1/2025Katy, TX
AMUNDI ASSET MANAGEMENT US, INC.
1/4/20214/25/2025Boston, MA
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
2/10/201412/31/2020Boston, MA
STADION MONEY MANAGEMENT, LLC
3/28/20122/6/2014Watkinsville, GA
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
3/18/20103/8/2012Katy, TX
RUSSELL INVESTMENTS
4/4/20074/20/2009Tacoma, WA
AIM PRIVATE ASSET MANAGEMENT
6/29/20051/26/2007Houston, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Daniel Casaccia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Stephen Daniel Casaccia - Financial Advisor in Katy, TX | AdvisorFinder