DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
S••••• D•••••• C••••••••
Feed of 09/14/2026
Also filed as Steven D Cacciutti
At current firm
0 y
since Jun 1, 2026
In the industry
24 y
since Jan 1, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• P•••••••• R••••• C••• independent RIA currentsince Jun 1, 2026 · Media, Pa
- A•••• I••••••••• G•••• independent RIAJul 17, 2025 to Jun 1, 2026 · Wayne, Pa
- C••••••••• F•••••••• N•••••• national BDJul 25, 2022 to Jun 23, 2025 · Berwyn, Pa
- A••••••••• F•••••••• S•••••••• L•• national BDMar 26, 2021 to Jul 27, 2022 · West Chester, Pa
- C••••••• S••••••••• I••• BD affiliatedSep 5, 2018 to Mar 29, 2021 · Glen Mills, Pa
- T••••• C•••••• M••••••••• L•• independent RIANov 28, 2016 to Sep 4, 2018 · Fort Washington, Pa
- L•••••• I••••••••• independent RIAJan 15, 2015 to Oct 21, 2016 · Marlton, Nj
Moves
a registration end followed by a registration begin elsewhere
- A•••• I••••••••• G•••• to C••••••••• P•••••••• R••••• C•••left Jun 1, 2026, registered Jun 1, 2026 (0 days) · RIA to RIA
- C••••••••• F•••••••• N•••••• to A•••• I••••••••• G••••left Jun 23, 2025, registered Jul 17, 2025 (24 days) · Affiliated broker-dealer or bank to independent RIA
- A••••••••• F•••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••left Jul 27, 2022, registered Jul 25, 2022 (-2 days) · Affiliated broker-dealer or bank to another
- C••••••• S••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Mar 29, 2021, registered Mar 26, 2021 (-3 days) · Affiliated broker-dealer or bank to another
- T••••• C•••••• M••••••••• L•• to C••••••• S••••••••• I•••left Sep 4, 2018, registered Sep 5, 2018 (1 days) · RIA to affiliated broker-dealer or bank
- L•••••• I••••••••• to T••••• C•••••• M••••••••• L••left Oct 21, 2016, registered Nov 28, 2016 (38 days) · Other
Signals
- S••••• D•••••• C•••••••• left A•••• I••••••••• G•••• for C••••••••• P•••••••• R••••• C••• (registered 2026-06-01)Jun 1, 2026 · Advisor changed firm · fact
- S••••• D•••••• C•••••••• left C••••••••• F•••••••• N•••••• for A•••• I••••••••• G•••• (registered 2025-07-17)Jun 23, 2025 · Advisor changed firm · fact
- S••••• D•••••• C•••••••• left A••••••••• F•••••••• S•••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2022-07-25)Jul 27, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address