Peter
Oldziey

Vicus Capital, Inc

CRD#1453470
Investment Advisor
in Dover, DE

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About this Advisor

Peter Oldziey is a financial advisor based in Dover, Delaware, working with Vicus Capital, Inc. Peter has previously held positions at Vicus Capital, Inc (formerly Pfg Financial Advisors) and Cetera Advisor Networks LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Texas. Currently, Peter 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Peter Oldziey Work History

2013 - Present (11 years)

Cetera Advisor Networks LLC

2001 - Present (23 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

Disclosures

Please visit the SEC profile of Peter Oldziey 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
Robert Hinson
State College, PA
John Straub
State College, PA
Jennifer Newman
State College, PA
Jason Marcieski
Grove City, PA
Justin Blankenship
State College, PA
Kelly Burger
State College, PA
Jeffery Closz
State College, 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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