Ralph
Mazzuoccolo

Vicus Capital, Inc

CRD#5587478
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Ralph Mazzuoccolo is a financial advisor based in Saint Petersburg, Florida, working with Vicus Capital, Inc. Ralph has previously held positions at Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Cover3 Representation, Bbva Compass Insurance Agency, Inc, Beachbody Coach, Group Fitness Instructor, Pfg, Inc - Partners Financial Group, Inc, Cetera Advisor Networks LLC, Vicus Capital, Inc, Sweat Life Dynasty, LLC, and Ralph Mazzuoccolo. Ralph has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Ralph is part of Vicus Capital, Inc, which operates out of Saint Petersburg, Florida. 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

5999 Central Ave, Suite 408
Saint Petersburg, FL 33710

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

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

87

FL Average: 41
Total Number of Accounts

8,430

FL Average: 3,342
Average Account Size

$267,441

FL 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

Ralph Mazzuoccolo Work History

2022 - Present (2 years)

Pfg, Inc - Partners Financial Group, Inc

2022 - Present (2 years)

Cetera Advisor Networks LLC

2022 - Present (2 years)

Vicus Capital, Inc

2015 - Present (9 years)

Sweat Life Dynasty, LLC

2010 - Present (14 years)

Cover3 Representation

2020 - 2022 (2 years)

Ralph Mazzuoccolo

2015 - 2022 (7 years)

Beachbody Coach

2015 - 2017 (2 years)

Group Fitness Instructor

2014 - 2017 (3 years)

Compass Bank

2014 - 2017 (3 years)

Bbva Securities Inc

2014 - 2017 (3 years)

Bbva Wealth Solutions Inc

2014 - 2017 (3 years)

Bbva Compass Insurance Agency, Inc

Disclosures

Please visit the SEC profile of Ralph Mazzuoccolo 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
Adam Brubaker
Columbia, MD
Andrew Kern
Camp Hill, PA
John Straub
State College, PA
Jason Marcieski
Grove City, PA
Christopher Suttmeier
Bethlehem, PA
Kelly Burger
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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