Anthony
Briselli

Vicus Capital, Inc

CRD#2835153
Investment Advisor
in Mechanicsburg, PA

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About this Advisor

Anthony Briselli is a financial advisor based in Mechanicsburg, Pennsylvania with a total of 18 years of industry experience. Briselli is currently employed by Vicus Capital, Inc. Throughout their career, they have worked at Walnut Street Securities Inc, Vicus Capital, Inc (Formerly Pfg Financial Advisors) and Cetera Advisor Networks LLC. Briselli maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Vicus Capital, Inc is a financial advisory firm headquartered in State College, PA. The firm has offices in 40 locations and a total of 87 employees. It has $2 billion in assets under management between its 8,080 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 8,080 customer accounts, 30% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides 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. A financial advisor's fee schedules depend on which services are offered. Fee types billed by Vicus Capital, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 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

5006 Trindle Road, Ste 102
Mechanicsburg, PA 17050

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,014,773,022

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

87

PA Average: 41
Total Number of Accounts

8,080

PA Average: 3,342
Average Account Size

$249,353

PA 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

Anthony Briselli Work History

Anthony has been registered as a financial advisor for 18 years.*

2013 - Present (11 years)

Cetera Advisor Networks LLC

2001 - Present (23 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

2001 - 2013 (12 years)

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 Anthony Briselli 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

Keith Behrmann
Bridgewater, NJ
Brae Beggs
New York, NY
Robert Hinson
State College, PA
Aaron Soden
Lakewood, PA
Travis Drown
Columbia, MD
Julie Ralston
State College, PA
Amy Sanor
State College, PA
Jeffery Closz
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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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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