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Samuel Alan Rosner

Vicus Capital, Inc.

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About Samuel Alan Rosner

Samuel Alan Rosner is an investment advisor representative with Vicus Capital, Inc. based in Murfreesboro, TN. Samuel Alan Rosner is registered with FINRA and the state of Tennessee. Samuel Alan Rosner's experience in the securities industry dates back to March 28, 2007. Samuel Alan Rosner has a diverse background, having worked with Walnut Street Securities, Inc., Cetera Advisor Networks LLC, and Rosner Financial Group, in addition to Vicus Capital, Inc. Prior to joining Vicus Capital, Inc., Samuel Alan Rosner was a registered representative with Walnut Street Securities, Inc. from March 29, 2007 until September 3, 2013.

Firm Information

Samuel Rosner 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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Samuel Rosner’s Registration & Firm History

TN

04/21/2022 - Present

Vicus Capital, Inc. (Murfreesboro TN)

NY

03/29/2007 - 09/03/2013

WALNUT STREET SECURITIES, INC. (WATERTOWN NY)

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Licenses & Designations

BOTH

Issued 05/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel Alan Rosner. Review regulatory record here.
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