Samuel
Rosner
Vicus Capital, Inc
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About this Advisor
Samuel Rosner is a financial advisor who works in Murfreesboro, Tennessee, with 2 years of relevant experience. Rosner is currently employed by Vicus Capital, Inc. Over the course of their career, Rosner has held roles at Walnut Street Securities Inc, Vicus Capital, Inc (Formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, Rosner Financial Group, Rosner Financial Inc and Rosner Financial Tn Inc. Rosner holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Tennessee. Vicus Capital, Inc is a firm operating out of State College, PA. The investment advisory business has offices in 40 locations and a total of 87 advisors. It handles $2 billion in assets across its 8,080 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 8,080 client accounts, 30% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has 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. A financial advisor's fees vary depending on which service is offered. However, fees charged by Vicus Capital, Inc likely consist 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
Samuel Rosner Work History
Samuel has been registered as a financial advisor for 2 years.*
Rosner Financial Tn Inc
Rosner Financial Inc
Cetera Advisor Networks LLC
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Rosner Financial Group
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 Samuel Rosner 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
State College, PA
Bridgewater, NJ
New York, NY
State College, PA
Lakewood, PA
State College, PA
State College, PA
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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