Brae
Beggs

Vicus Capital, Inc

CRD#7116431
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brae Beggs is a financial advisor who works out of New York, New York with 2 years of relevant experience. Beggs is an employee of Vicus Capital, Inc. Beggs has gained experience at Tucson Padres, Kansas State University Grounds, Applebees, Baltimore Orioles, Valley Feed & Seed, Kansas State University Turf Research, Tpc Scottsdale, Fresh Meadow Country Club, Clearview Park Golf Course, Westco Financial Group, Noor Staffing Group and Defrand & Paavola, LLC. Beggs has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in New York. Vicus Capital, Inc is a business based out of State College, PA. The firm has offices in 40 locations and a total of 87 advisors. It handles $2 billion in assets under management between its 8,080 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 8,080 client accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on the financial services. Fees billed by Vicus Capital, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

1697 Broadway Suite 400
New York, NY 10019

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,014,773,022

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

87

NY Average: 41
Total Number of Accounts

8,080

NY Average: 3,342
Average Account Size

$249,353

NY 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

Brae Beggs Work History

Brae has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Defrand & Paavola, LLC

2019 - 2019 (< 1 year)

Noor Staffing Group

2018 - 2018 (< 1 year)

Westco Financial Group

2017 - 2018 (1 year)

Clearview Park Golf Course

2016 - 2017 (1 year)

Fresh Meadow Country Club

2015 - 2015 (< 1 year)

Valley Feed & Seed

2015 - 2015 (< 1 year)

Kansas State University Turf Research

2015 - 2016 (1 year)

Tpc Scottsdale

2014 - 2014 (< 1 year)

Applebees

2014 - 2014 (< 1 year)

Baltimore Orioles

2014 - 2015 (1 year)

Applebees

2013 - 2013 (< 1 year)

Tucson Padres

2013 - 2013 (< 1 year)

Kansas State University Grounds

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brae Beggs 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

Brae Beggs
New York, NY
Robert Hinson
State College, PA
Keith Behrmann
Bridgewater, NJ
Jeffrey Weatherford
State College, PA
Jacqueline Bates
State College, PA
Jeffery Closz
State College, PA
David Rosenblatt
State College, PA
Travis Drown
Columbia, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started