Peter
Marmaras
Vicus Capital, Inc
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About this Advisor
Peter Marmaras is a certified financial planner and chartered financial consultant based in Bethlehem, Pennsylvania with 18 years of industry experience. Marmaras works at Vicus Capital, Inc. The advisor has gained experience at Walnut Street Securities, Inc, Marmaras And Smith, LLC, Vicus Capital, Inc (Formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, Core Income Advisors LLC and Peter Marmaras & Co. LLC. Marmaras has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New Jersey, Pennsylvania and Texas. Vicus Capital, Inc is an advisory company operating out of State College, PA. The firm has offices in 40 locations and a total of 87 financial advisors. It manages $2 billion in total assets across its 8,080 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 8,080 accounts, 30% belong to high-net-worth individuals who have at least $1 million in investable assets. Vicus Capital, Inc offers 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. Financial management fee schedules usually vary depending on which services are offered. Fee types charged by Vicus Capital, Inc can be comprised 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
Peter Marmaras Work History
Peter has been registered as a financial advisor for 18 years.*
Cetera Advisor Networks LLC
Marmaras And Smith, LLC
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Peter Marmaras & Co. LLC
Core Income Advisors LLC
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 Peter Marmaras 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
Lakewood, PA
State College, PA
State College, PA
Columbia, MD
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.
