Brett
Emmons

Vicus Capital, Inc

CRD#6986979
Investment Advisor
in Dover, DE

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About this Advisor

Brett Emmons is a financial advisor based in Dover, Delaware, working with Vicus Capital, Inc. Brett has previously held positions at National Spiritual Assembly Of The Bahá'Ís Of The United States, Tree Street Youth, Bates College, Cetera Advisor Networks LLC, Vicus Capital, Inc, and New World Financial, Inc. Brett has passed the Series 66 regulatory exam and is registered to provide services in Delaware. Currently, Brett is part of Vicus Capital, Inc, which operates out of Dover, Delaware. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 Park Drive
Dover, DE 19901

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

DE Average: $15,833,994,310
Total Number of Employees

87

DE Average: 41
Total Number of Accounts

8,430

DE Average: 3,342
Average Account Size

$267,441

DE Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brett Emmons Work History

2024 - Present (0 year)

New World Financial, Inc

2018 - Present (6 years)

Cetera Advisor Networks LLC

2018 - Present (6 years)

Vicus Capital, Inc

2015 - 2018 (3 years)

National Spiritual Assembly Of The Bahá'Ís Of The United States

2015 - 2015 (< 1 year)

Tree Street Youth

2013 - 2015 (2 years)

Bates College

2011 - 2015 (4 years)

Bates College

Disclosures

Please visit the SEC profile of Brett Emmons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Elana Yaffe
Westlake Village, CA
Jeffery Closz
State College, PA
John Straub
State College, PA
Amy Sanor
State College, PA
Adam Brubaker
Columbia, MD
Jennifer Newman
State College, PA
Andrew Kern
Camp Hill, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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