Sewickley, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,891,486,161
ClientsTotal clients
6,170
AdvisorsAdvisors at this office
3
Of 88 advisors across 41 offices
Location
2591 Wexford Bayne Road, Suite 202
Sewickley PA 15143
Advisors at this office
3
Advisors at this office
Scott S
CFP®, Series 63
Sewickley, PA
Vicus Capital, Inc.
Scott Shoup is a CFP® with 37 years of industry experience, currently serving as an advisor at Vicus Capital, Inc. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2003 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Shoup is an independent insurance agent specializing in life, accident, health, and long-term care insurance. 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 and financial planning services, utilizing both fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.
Anna S
Series 66
Sewickley, PA
Vicus Capital, Inc.
Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.
Kellie G
Series 66
Sewickley, PA
Vicus Capital, Inc.
Kellie Gillespie is a financial advisor with Vicus Capital, Inc. in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Vicus Capital since 2016 and also has affiliations with Cetera Wealth Services, LLC and Pennsylvania Financial Group. 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 mix of fundamental and technical analysis across various strategies and provides both fiduciary consulting and specialized program features.
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