Christopher
Smith

Vicus Capital, Inc

CRD#1278933
Investment Advisor
in Bethlehem, PA

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About this Advisor

Christopher Smith is a financial advisor operating in Bethlehem, Pennsylvania with 18 years of relevant experience. Smith 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), Marmaras & Smith, LLC, Cetera Advisor Networks LLC and Cdgsmith LLC. Smith holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey, Pennsylvania and Texas. Vicus Capital, Inc is a business that has its headquarters in State College, PA. The firm has offices in 40 locations and a total of 87 employees. It handles $2 billion in total assets between its 8,080 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 8,080 client accounts, 30% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on the type of financial services provided. However, fees charged 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

3101 Emrick Blvd Suite 315
Bethlehem, PA 18020

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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

Christopher Smith Work History

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

2013 - Present (11 years)

Cetera Advisor Networks LLC

2005 - Present (19 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

2005 - Present (19 years)

Marmaras & Smith, LLC

2004 - Present (20 years)

Cdgsmith LLC

2003 - 2013 (10 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 Christopher Smith 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
Robert Hinson
State College, PA
Brae Beggs
New York, NY
Amy Sanor
State College, PA
Jeffery Closz
State College, PA
Jacqueline Bates
State College, PA
Travis Drown
Columbia, MD
Jeffrey Weatherford
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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