Investment adviser representative · Pennsylvania Capital Management Inc.
Stephen T. Palmer III
CRD 5104188 · Huntingdon Valley, PA
At a glance
Stephen T. Palmer III is an investment adviser representative with Pennsylvania Capital Management Inc. in Huntingdon Valley, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- Pennsylvania Capital Management Inc.Since May 2006Huntingdon Valley, PA · $849M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Pennsylvania Capital Management Inc.
- Irvin G. Schorsch IIIHuntingdon Valley · Certified Financial Planner
- Donna M. ZanettiHuntingdon Valley
- Andrew M. RandisiPennsauken · Certified Financial Planner
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