PO
Peter A. Oldziey
VICUS CAPITAL
DOVER, DE 19901
Some features on this profile are disabled
CRD#: 1453470
PO
Professional summary
Peter Adam Oldziey, CFP® is a registered financial advisor currently at VICUS CAPITAL, INC. located in Dover, Delaware and CETERA WEALTH SERVICES, LLC located in Dover, Delaware.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 08/1983, 15HRS/WKDY ONLY; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 10/2001, 10HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. SPIRITUAL ASSEMBLY OF THE BAHA'I OF DOVER, DE , INC., NOT INVESTMENT RELATED, 15 PARK DR, DOVER, DE, 19961, NON-PROFIT, STARTED 5/1988, SECRETARY, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, MINUTES AND CORRESPONDENCE. 4. NAME OF OTHER BUSINESS: PETER OLDZIEY & ASSOCIATES, PA ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2007 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: COMPREHENSIVE FINANCIAL PLANNING ; 5. NAME OF OTHER BUSINESS: IRONHORSE ASSOCIATES LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FRANCHISE ; START DATE: 01/2009 ; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX ; 6. NAME OF OTHER BUSINESS: 849 FOUNDATION, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 2/2023; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX; 7. NAME OF OTHER BUSINESS: HEYDRO LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FRANCHISE ; START DATE: 07/2009 ; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX ; 8. NAME OF OTHER BUSINESS: RUSTY RABBIT FOUNDATION; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FOUNDATION; START DATE:11/2022; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX ; 9. NAME OF OTHER BUSINESS: DOVER INTERFAITH MISSION FOR HOUSING, INC.; INVESTMENT RELATED: NO; ADDRESS: 684 FORST ST DOVER, DE 19901; NATURE OF BUSINESS: HOMELESS SHELTER; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE GENERAL FINANCES AND PRESENT BUDGET AND REPORTS TO BOARD;
CRS (Client Relationship Summary) - RIA
Click below to view Peter Adam Oldziey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
April 22, 2004 - Present
VICUS CAPITAL, INC.
Office #1: 15 Park Drive, Dover, DE 19901RIA
CRD#: 116021
DOVER, DE
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
DOVER, DE
Past
September 28, 2001 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
DOVER, DE
Past
September 12, 1994 - October 1, 2001
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
December 22, 1993 - September 15, 1994
UNUM SALES CORPORATION
BD
CRD#: 5406
PORTLAND, ME
Past
February 7, 1986 - October 5, 1994
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2024)
RR
California(9/3/2013)
IAR
Delaware(4/22/2004)
RR
Delaware(9/3/2013)
RR
District of Columbia(9/3/2013)
RR
Florida(10/9/2025)
RR
Illinois(9/3/2013)
RR
Indiana(9/3/2013)
RR
Iowa(9/3/2013)
RR
Kentucky(5/28/2021)
RR
Maryland(9/3/2013)
RR
New Mexico(9/3/2013)
RR
New York(9/3/2013)
RR
North Carolina(9/3/2013)
RR
Oregon(5/28/2021)
RR
Pennsylvania(9/3/2013)
RR
Texas(1/9/2020)
IAR
Texas(6/15/2022)
RR
Virginia(9/3/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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