Bridgewater, NJ Office

Team
Updated today

Client AUM

$2,891,486,161

Clients

6,170

Advisors

4

Of 88 advisors across 41 offices

Location

520 Us Highway 22, 3rd Floor, Suite 305

Bridgewater NJ 08807

Advisors at this office

4

Advisors at this office

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Cody C

Series 63, Series 65

Bridgewater, NJ

Vicus Capital, Inc.

Cody Cummings is a financial professional at Vicus Capital, Inc. with six years of industry experience. He has held positions at several firms including Summit Financial, LLC, and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model 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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Michael G

Series 63, Series 65

Bridgewater, NJ

Vicus Capital, Inc.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

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

CFP®, ChFC®, Series 63, Series 66

Bridgewater, NJ

Vicus Capital, Inc.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various model strategies and places particular emphasis on 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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Keith B

CFP®, CFA®, ChFC®, Series 63

Bridgewater, NJ

Vicus Capital, Inc.

Keith Behrmann is a financial advisor with Vicus Capital, Inc. in Bridgewater, NJ, holding the CFP®, CFA®, ChFC®, and Series 63 designations, and has nine years of industry experience. His prior roles include positions at AM Best Company and Cetera Wealth Services. Outside of financial services, he is a PADI-certified scuba instructor leading recreational diving programs. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies, including core-satellite, momentum, fixed income tacticals, ESG, and faith-based allocations, while placing a particular emphasis on 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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