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Scott Vicary

Sulzberger Capital Advisors, Inc.

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About Scott Vicary

Scott Vicary is a financial advisor affiliated with Sulzberger Capital Advisors, Inc., with a branch office in Miami, Florida. Scott has been in the industry since October 2014, and holds the Chartered Financial Analyst designation. Scott's current registrations include Registered Associate in Maryland, effective December 4, 2023. Scott specializes in providing financial planning, pension consulting and portfolio management services for individuals.

Firm Information

Scott Vicary is currently registered with Sulzberger Capital Advisors, Inc.. Sulzberger Capital Advisors, Inc. is an investment advisor with over $106 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses. The firm has 2 investment advisor representatives and is located in New York, NY.

$106.31M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Scott Vicary’s Registration & Firm History

FL

12/04/2023 - Present

Sulzberger Capital Advisors, Inc. (MIAMI FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Vicary.
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