PM
Peter B. Marmaras
VICUS CAPITAL
BETHLEHEM, PA 18020
Some features on this profile are disabled
CRD#: 1856636
PM
Professional summary
Peter Bowe Marmaras, CFP®, ChFC®, who also goes by Pete Marmaras, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Bethlehem, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Bethlehem, Pennsylvania.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Peter has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pete Marmaras
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. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 11/1987, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, FIXED INDEX ANNUITIES, AND LONG-TERM CARE; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 11/1998, 40HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. MARMARAS & SMITH, LLC, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR FINANCIAL SERVICES (SECURITIES/ADVISORY/INSURANCE), START 06/2005, 40HRS/WK (32.5 TRADING HOURS), FOUNDING PARTNER, PROVIDE FINANCIAL SERVICES; 4. WESLEY UNITED METHODIST CHURCH, NOT INVESTMENT RELATED, 2540 CENTER ST., BETHLEHEM, PA 18017, CHURCH, START 2003, 2HRS/WK (NON-TRADING HOURS), FINANCE TEAM LEADER; 5. FIGHTING CHILDREN'S CANCER FOUNDATION, NOT INVESTMENT RELATED, 1700 ROUTE 23 NORTH, SUITE# 300, WAYNE, NJ 07470, CHARITY, START 2008, 1HRS/WK (NON-TRADING HOURS), BOARD MEMBER; 6. BERTHA BOWE TRUST, INVESTMENT RELATED, 200 STETSON RD., APT 511, AUBURN, ME 04210, TRUST ACCOUNTS AT SEI AND FIDELITY, START 03/1996, 1HR/WK (NON-TRADING HOURS), TRUSTEE, ADVISOR; 7. NAME OF OTHER BUSINESS: TRUEBLOOD PERFORMING ARTS CENTER INC.; INVESTMENT RELATED: NO; ADDRESS: PO BOX 136, WASHINGTON ISLAND, WI 54246; NATURE OF BUSINESS: PERFORMING ARTS; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ADVISE BOARD ON FINANCIAL MATTERS, BOOK-KEEPING; 8. NAME OF OTHER BUSINESS: MARMARAS & SMITH CASH BALANCE PLAN TRUST; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT TRUST; START DATE: 2/2020; POSITION/TITLE/RELATIONSHIP: PLAN ADMIN/TRUSTEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: DIRECTING CONTRIBUTIONS, OVERSEEING INVESTMENT STRATEGY, RULES AND REGULATIONS; 9. NAME OF OTHER BUSINESS: PETER MARMARAS & CO. LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: ACCOUNTING PURPOSES, START DATE: 12/2004, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: BUSINESS OWNER, FOR ACCOUNTING PURPOSES; 10. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 2368 WEST SILVERTON DR, FLAGSTAFF, AZ 86001; NATURE OF BUSINESS: RENTAL PROPERTY; START: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: RECEIVE RENTAL INCOME;
CRS (Client Relationship Summary) - RIA
Click below to view Peter Bowe Marmaras'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: 1990
Experience
Current
July 7, 2005 - Present
VICUS CAPITAL, INC.
Office #1: 3101 Emrick Blvd Suite 315, Bethlehem, PA 18020RIA
CRD#: 116021
BETHLEHEM, PA
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3101 Emrick Blvd Ste 315, Bethlehem, PA 18020BD
CRD#: 13572
Bethlehem, PA
Past
August 1, 2003 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
BETHLEHEM, PA
Past
May 22, 2001 - January 2, 2013
MARMARAS & SMITH, LLC.
RIA
CRD#: 123256
ALLENTOWN , PA
Past
January 3, 1996 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
August 18, 1988 - October 19, 1992
HOME LIFE INSURANCE COMPANY
BD
CRD#: 4184
Past
August 18, 1988 - January 4, 1996
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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(1/5/2021)
RR
Arizona(7/5/2024)
RR
California(9/3/2013)
RR
Connecticut(9/3/2013)
RR
Delaware(8/23/2016)
RR
District of Columbia(9/3/2013)
RR
Florida(9/3/2013)
RR
Georgia(9/3/2013)
RR
Hawaii(9/3/2013)
RR
Illinois(1/5/2021)
RR
Kansas(9/3/2013)
RR
Louisiana(4/7/2025)
RR
Maine(9/3/2013)
RR
Maryland(9/3/2013)
RR
Massachusetts(9/3/2013)
RR
Michigan(3/17/2017)
RR
New Hampshire(7/15/2024)
IAR
New Jersey(7/12/2005)
RR
New Jersey(9/3/2013)
RR
New York(9/3/2013)
RR
North Carolina(6/14/2022)
RR
Ohio(9/3/2013)
RR
Oregon(1/11/2018)
IAR
Pennsylvania(7/7/2005)
RR
Pennsylvania(9/3/2013)
RR
South Carolina(9/3/2013)
RR
Tennessee(4/7/2023)
IAR
Texas(5/4/2006)
RR
Texas(9/3/2013)
RR
Vermont(1/5/2021)
RR
Virginia(9/3/2013)
RR
Washington(5/21/2019)
RR
Wisconsin(2/6/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 11/2/1998
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICUS CAPITAL, INC.
CRD#: 116021Bethlehem, PA 18020TRUST BUT VERIFY
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