Adviser and broker representative · Vicus Capital, Inc.
Martha E. Rosner
CRD 2404490 · Watertown, NY
At a glance
Martha E. Rosner is an investment adviser representative with Vicus Capital, Inc. in Watertown, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Martha’s SEC record dates to 2021, about 5 years ago. Martha is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Vicus Capital, Inc.Since March 2021Watertown, NY · $3.0B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Martha’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
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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 and FINRA BrokerCheck.