AB

Anthony Briselli

28 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

Anthony is an independent insurance agent with PFG/MGA D'Agostino & Briselli, selling fixed annuities, life, accident, and health insurance, dedicating a significant amount of time to this activity. He is also an investment advisor representative with Vicus Capital, Inc. and president of Anthony Briselli, Inc., an S corp for tax purposes.

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
January 1997 - November 2001 · 4 yrs 10 mos
State Registrations7 states
ALAZDEFLPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.