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Peter Adam Oldziey

CFP®
VICUS CAPITAL
DOVER, DE
·CRD# 1453470·40 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2000

Years of Experience

40 years in the financial services industry

Current & Past Employments

VICUS CAPITAL, INC.·CRD# 116021
RIA
15 Park Drive, Dover, DE 19901
April 22, 2004 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Dover, DE
September 3, 2013 - Present
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
Dover, DE
September 28, 2001 - September 3, 2013
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Newark, DE
September 12, 1994 - October 1, 2001
UNUM SALES CORPORATION·CRD# 5406
BD
Portland, ME
December 22, 1993 - September 15, 1994
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
February 7, 1986 - October 5, 1994

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Current Firm

VC
VICUS CAPITAL, INC.

PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK

CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - SEC (10/5/2001 Approved)

Contact Information

Main Address

476 Rolling Ridge Drive Suite 315, State College, PA 16801

Phone Number

(855) 558-4287

# of Employees

84

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VICUS CAPITAL ADV PART 2A (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

9,938

AUM (Assets Under Management)

$2,994,398,372

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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;

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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
South Carolina
(12/19/2025)
RR
Texas
(1/9/2020)
RR
Virginia
(9/3/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1987About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1986About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Adam Oldziey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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