Martha
Rosner
Vicus Capital, Inc
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About this Advisor
Martha Rosner is a chartered financial consultant operating in Watertown, New York with 2 years of relevant experience. Rosner works at Vicus Capital, Inc. Over the course of their career, Rosner has held roles at Walnut Street Securities Inc, Vicus Capital, Inc (Formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, Rosner Financials and Rosner Financial Group. Rosner maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Vicus Capital, Inc is a financial advisory company based in State College, PA. The investment advisory business has offices in 40 locations and a total of 87 financial advisors. It oversees $2 billion in assets under management across its 8,080 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 8,080 customer accounts, 30% belong to high-net-worth clients who have greater than $1 million in assets. Vicus Capital, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely depend on the financial services offered. Fees billed by Vicus Capital, Inc may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,014,773,022
87
8,080
$249,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Martha Rosner Work History
Martha has been registered as a financial advisor for 2 years.*
Cetera Advisor Networks LLC
Rosner Financial Group
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Rosner Financials
Walnut Street Securities Inc
*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 Martha Rosner 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
Bridgewater, NJ
State College, PA
New York, NY
State College, PA
Lakewood, PA
State College, PA
State College, PA
State College, PA
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.
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