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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

STEPHEN DANIEL CASACCIA

Advisor at VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX | Katy, TX

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Search this name across graphsid dfx:ria:58045e16-2cb6-c9c6-e7c1-1ca499919f66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VICTORY CAPITAL MANAGEMENT INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 31, 2003
First registration: Jun 29, 2005
Dual registered: yes, broker-dealer
Other names: STEVE CASACCIA|STEPHEN D CASACCIA
IAPD individual key: 3225495

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Sep 17, 2025	n/a	yes	Katy, TX\|SAN ANTONIO, TX	Current employment
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jan 4, 2021	Apr 25, 2025	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Feb 10, 2014	Dec 31, 2020	no	BOSTON, MA	Previous registration
STADION MONEY MANAGEMENT, LLC	Independent wealth	Mar 28, 2012	Feb 6, 2014	no	WATKINSVILLE, GA	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	Mar 18, 2010	Mar 8, 2012	no	KATY, TX\|OMAHA, NE	Previous registration
RUSSELL INVESTMENTS	Asset manager	Apr 4, 2007	Apr 20, 2009	no	TACOMA, WA\|SEATTLE, WA	Previous registration
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	n/a	Jun 29, 2005	Jan 26, 2007	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMUNDI ASSET MANAGEMENT US, INC.	VICTORY CAPITAL MANAGEMENT INC.	Apr 25, 2025	Sep 17, 2025	145	Bulk transfer	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	AMUNDI ASSET MANAGEMENT US, INC.	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	Other
STADION MONEY MANAGEMENT, LLC	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Feb 6, 2014	Feb 10, 2014	4	Firm change	Other
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	STADION MONEY MANAGEMENT, LLC	Mar 8, 2012	Mar 28, 2012	20	Firm change	Other
RUSSELL INVESTMENTS	MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Apr 20, 2009	Mar 18, 2010	332	Firm change	Other
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	RUSSELL INVESTMENTS	Jan 26, 2007	Apr 4, 2007	68	Firm change	Other

Relationships

Registered with (7)

→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to Apr 25, 2025factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 10, 2014 to Dec 31, 2020factForm ADV
→ STADION MONEY MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 28, 2012 to Feb 6, 2014factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Mar 18, 2010 to Mar 8, 2012factForm ADV
→ RUSSELL INVESTMENTSRegistered adviserregistration: previous registration
Apr 4, 2007 to Apr 20, 2009factForm ADV
→ INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 29, 2005 to Jan 26, 2007factForm ADV

Dated events

No dated event names this entity yet.