linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Invicta Advisors LLC

Headquartered in MONROEVILLE, PA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Invicta Advisors LLC is an investment advisor based in OAKMONT, PA. The firm has 9 licensed agents, 42 registered representatives, and 9 investment advisory functions. Invicta Advisors LLC manages approximately $192,282,372 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Invicta Advisors LLC

527 CEDAR WAY

OAKMONT, PA 15139

$192.28M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (13)

INVICTA ADVISORS LLC has a total of 13 branch locations across the country.
location

OAKMONT, PA

location

Western Springs, IL

location

Worthington, OH

location

MONROEVILLE, PA

location

Upper Chichester, PA

location

Monroeville, PA

location

Edgewater, CO

location

Bala Cynwyd, PA

location

Cheyenne, WY

location

Havertown, PA

location

Loveland, CO

location

Crested Butte, CO

location

Basalt, CO

Advisors at Invicta Advisors LLC

View All 12 Advisors
Unclaimed
Gregory Scott Teal

CFP®, RA

Upper Chichester, PA

View Profile
Unclaimed
Scott Alan Lucas

CFC®, RA

Worthington, OH

View Profile
Unclaimed
William Thomas Krzton

RA

MONROEVILLE, PA

View Profile
Unclaimed
Timothy Landis

RA

MONROEVILLE, PA

View Profile
Unclaimed
Aimee Anne Toth

RA

MONROEVILLE, PA

View Profile
Unclaimed
Lawrence Bruce Hollin

RA

OAKMONT, PA

View Profile
Unclaimed
Louis Camacho Frank

RA

DENVER, CO

View Profile
Unclaimed
Christine Marie Dalonzo

RA

Havertown, PA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Invicta Advisors LLC is right for you?

Disclosures

There are no public disclosures for Invicta Advisors LLC.

Frequently Asked Questions (7)

Not sure if Invicta Advisors LLC is right for you?