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David L Rosenblatt

Vicus Capital, Inc.

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About David L Rosenblatt

David Rosenblatt is a registered Investment Advisor Representative (IAR) with Vicus Capital, Inc. based in State College, Pennsylvania. David is also a Series 6 and Series 65 licensed professional. David has worked in the financial services industry for over 10 years. Prior to joining Vicus Capital, Inc., David worked at Fidelity Home Inspectors, Inc. and Farmers Financial Solutions, LLC. David's primary focus is providing financial advice and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

David Rosenblatt is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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David Rosenblatt’s Registration & Firm History

PA

07/14/2015 - Present

Vicus Capital, Inc. (STATE COLLEGE PA)

PA

01/24/2012 - 04/02/2012

FARMERS FINANCIAL SOLUTIONS, LLC (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 07/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David L Rosenblatt.
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