AS
AS

Anna Megan Shoup

BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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

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Location

2591 Wexford-Bayne Rd. Suite 202, Sewickley, PA, 15143

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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.

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Other Business ActivitiesSells Insurance

Anna is an investment advisory representative at Vicus Capital, Inc. and a financial professional at Pennsylvania Financial Group, each taking about a quarter of her time. Additionally, Anna works as an insurance agent selling fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Vicus Capital, INC.
February 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
State Registrations27 states
AZCACOCTDCDEFLGAIAINKSKYMAMDNCNDNJNMNVNYOHPASCTXVAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.