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Albert Daniel Dagostino

36 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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Advisor Information

Office location

5006 Trindle Road, Ste. 102, Mechanicsburg, PA, 17050

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert is an independent insurance agent since 1988, selling disability, fixed annuities, life/accident/health, and long-term care products, dedicating minimal time. He is also an investment advisor representative at Vicus Capital, Inc. since 2001, spending minimal time during trading hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 4 mos
Vicus Capital, INC.
January 2005 - Present · 21 yrs
Previous Registrations
Walnut Street Securities, INC.Broker
November 2001 - September 2013 · 11 yrs 10 mos
1717 Capital Management CompanyBroker
April 1989 - November 2001 · 12 yrs 7 mos
State Registrations6 states
DEFLMDPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Albert Daniel Dagostino - Financial Advisor | AdvisorDiscover