Michael
Assad

Vicus Capital, Inc

CRD#4651897
Investment Advisor
in Bethlehem, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Assad is a financial advisor based in Bethlehem, Pennsylvania with 9 years of relevant experience. Assad is an advisor for Vicus Capital, Inc. Their career trajectory has included roles at Walnut Street Securities, Cetera Advisor Networks LLC, Marmaras And Smith LLC, Vicus Capital, Inc (Formerly Pfg Financial Advisors) and Michael Assad LLC. Assad has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Vicus Capital, Inc is a registered investment company headquartered in State College, PA. The company has offices in 40 locations and a total of 87 people on staff. It administers $2 billion in assets under management among its 8,080 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 8,080 accounts, 30% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a wide array 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 fee schedules usually vary depending on which services are provided. However, fees billed by Vicus Capital, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

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

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

Michael Assad Work History

Michael has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Vicus Capital, Inc (Formerly Pfg Financial Advisors)

2014 - Present (10 years)

Michael Assad LLC

2013 - Present (11 years)

Cetera Advisor Networks LLC

2007 - Present (17 years)

Marmaras And Smith LLC

2007 - 2013 (6 years)

Walnut Street Securities

*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 Michael Assad 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

Robert Hinson
State College, PA
Brae Beggs
New York, NY
Keith Behrmann
Bridgewater, NJ
Aaron Soden
Lakewood, PA
Jeffrey Weatherford
State College, PA
David Rosenblatt
State College, PA
Amy Sanor
State College, PA
Jacqueline Bates
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.

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