Albert Daniel Dagostino

Vicus Capital, INC.

36 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning

Vicus Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

86 advisors

Number of Clients

6,005 clients

Average Client Portfolio

$429K average

Assets Under Management

$2.6B

Fee Structure

Location

5006 Trindle Road, Ste. 102, Mechanicsburg, PA, 17050

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Albert is an independent insurance agent since 1988, selling disability, fixed annuities, life/accident/health, and long-term care products, dedicating minimal time. He is also an investment advisor representative at Vicus Capital, Inc. since 2001, spending minimal time during trading hours.

Employment History

Current Registrations

Cetera Wealth Services, LLCBroker

September 2013 - Present · 12 yrs 5 mos

Vicus Capital, INC.

January 2005 - Present · 21 yrs 1 mo

Previous Registrations

Walnut Street Securities, INC.Broker

November 2001 - September 2013 · 11 yrs 10 mos

1717 Capital Management CompanyBroker

April 1989 - November 2001 · 12 yrs 7 mos

State Registrations6 states

DEFLMDPASCVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.