Financial ADVSR advisor directory · SEC adviser records
Vicus Capital, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a Vicus Capital, Inc. office in New York, by city and A to Z.
The short answer
6 registered advisors work at Vicus Capital, Inc. in New York, out of 82 nationwide; it's the firm's number 3 state by advisors, and the most are in Rochester (2). 3 list the CFP designation and 3 are also registered broker representatives.
Vicus Capital, Inc. advisors by city in New York
Every firm in New York →Vicus Capital, Inc. advisors in New York, A to Z
Search by name →- Diana L. DefrateWhite Plains · Certified Financial Planner
- Brian J. KellyRochester · Certified Financial Planner
- Meghan KellyRochester
- Tuula K. PaavolaWhite Plains · Certified Financial Planner
- Martha E. RosnerWatertown · Chartered Financial Consultant
- Solomon R. RosnerWatertown
Vicus Capital, Inc. advisors in every state →Vicus Capital, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Vicus Capital, Inc. in other states
Questions
How many Vicus Capital, Inc. financial advisors are in New York?
6 investment adviser representatives are registered at Vicus Capital, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 82 at the firm nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Where in New York does Vicus Capital, Inc. have the most advisors?
Rochester, with 2, then Watertown (2). Vicus Capital, Inc. has advisors in 3 cities in New York.
How do I check a Vicus Capital, Inc. advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vicus Capital, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.