Cy
Treaster

Vicus Capital, Inc

CRD#7373051
Investment Advisor
in State College, PA

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About this Advisor

Cy Treaster is a financial advisor who works out of State College, Pennsylvania with a total of 2 years of relevant experience. Treaster currently works for Vicus Capital, Inc. Treaster has gained experience at Vicus Capital, Inc, Kish Bank, Bfs Capital/Byzloan, Strategic Financial Solutions, Pennsylvania Department Of Transportation, Lewistown Borough and Student. Treaster maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Pennsylvania. Vicus Capital, Inc is an advisory firm headquartered in State College, PA. The company has offices in 40 locations and a total of 87 people on staff. It controls $2 billion in assets between its 8,080 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 8,080 customer accounts, 30% are held by high-net-worth investors who have more than $1 million in assets available to invest. Vicus Capital, Inc performs 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 management fees largely are based on which services the firm provides the client. However, fees billed by Vicus Capital, Inc most likely are comprised 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

476 Rolling Ridge Drive Suite 315
State College, PA 16801

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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

Cy Treaster Work History

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

2021 - Present (3 years)

Vicus Capital, Inc

2019 - 2021 (2 years)

Kish Bank

2018 - 2019 (1 year)

Bfs Capital/Byzloan

2017 - 2018 (1 year)

Strategic Financial Solutions

2015 - 2015 (< 1 year)

Pennsylvania Department Of Transportation

2014 - 2014 (< 1 year)

Lewistown Borough

2013 - 2013 (< 1 year)

Lewistown Borough

2011 - 2017 (6 years)

Student

*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 Cy Treaster 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
Julie Ralston
State College, PA
Amy Sanor
State College, PA
Travis Drown
Columbia, MD
Jeffery Closz
State College, PA
Aaron Soden
Lakewood, 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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