CS
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
3101 Emrick Blvd Ste 315, Bethlehem, PA, 18020
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Christopher works as a wealth advisor for Vicus Capital, Inc., an SEC registered investment advisory firm, and as a financial advisor for Marmaras and Smith, LLC. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
October 2023 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Vicus Capital, INC.
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Morgan Stanley
January 2023 - October 2023 · 9 mos
Morgan Stanley Broker
October 2022 - October 2023 · 1 yr
Mfs Fund Distributors, INC.Broker
May 2018 - October 2022 · 4 yrs 5 mos
State Registrations4 states
FLNJPARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.