Bethlehem, PA Emrick Blvd Office

Team
Updated today

Client AUM

$2,891,486,161

Clients

6,170

Advisors

4

Of 88 advisors across 41 offices

Location

3101 Emrick Blvd, Ste 315

Bethlehem PA 18020

Advisors at this office

4

Advisors at this office

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Michael A

Series 66

Bethlehem, PA

Vicus Capital, Inc.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Peter M

CFP®, ChFC®, Series 63, Series 65

Bethlehem, PA

Vicus Capital, Inc.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Christopher S

Series 63, Series 66

Bethlehem, PA

Vicus Capital, Inc.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Christopher S

Series 63, Series 65

Bethlehem, PA

Vicus Capital, Inc.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC since 2013. Smith is a founding partner of Marmaras & Smith, LLC and is involved in several investment-related entities. Outside of advisory work, he also operates accounting and expense management businesses. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management, financial planning, and retirement plan consulting services, utilizing fundamental and technical analysis with multiple strategy approaches and specialized program features.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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