SP
Stephen R. Pagliari
DIFFERENTIAL CAPITAL LLC
Merrick, NY
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CRD#: 5937257
SP
Professional summary
Stephen R. Pagliari is a registered financial advisor currently at DIFFERENTIAL CAPITAL LLC located in Merrick, New York.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephen has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am engaged as an employee at MiniCircuits. MiniCircuits in not investement-related. The address is 2450 Knapp St, Brooklyn NY 11235. MiniCircuits is a global leader in the design, manufacture, and distribution of RF and microwave components and integrated assemblies. My role is a new product development portfolio manager. I started my employment in 2017 and I devote forty hours a week. I implement strategic initiatives across the innovative product portfolio through alignment of programs, projects, operations and critical objectives.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen R. Pagliari's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 30, 2022 - Present
DIFFERENTIAL CAPITAL LLC
RIA
CRD#: 158245
Merrick, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(3/30/2022)
Current Firm
DC
DIFFERENTIAL CAPITAL LLC
DIFFERENTIAL CAPITAL LLC
CRD#: 158245 / SEC#:
New York
Registered Investment Advisory firm - (7/19/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Merrick, NY
Mailing Address
Phone number
(516) 515-0128
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 3,000,000 |
Red Flags
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