SS
Scott E. Shoup
VICUS CAPITAL
SEWICKLEY, PA 15143
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CRD#: 1874559
SS
Professional summary
Scott Eugene Shoup, CFP® is a registered financial advisor currently at VICUS CAPITAL, INC. located in Sewickley, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Sewickley, Pennsylvania.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Scott has worked at 4 firms and has passed the Series 63, SIE and Series 7 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, MGA/PFG, LIFE/ACCIDENT/HEALTH, LTC, BEGAN 11/2004, 1HR/WKDY ONLY; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 12/2003, 12HRS/WK (10 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3 .NAME OF OTHER BUSINESS: PENNSYLVANIA FINANCIAL GROUP (PFG), INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED ADDRESS, NATURE OF BUSINESS: FINANCIAL INVESTMENTS, START DATE: 11/2003, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: PFG PGH, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Scott Eugene Shoup'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: 1994
Experience
Current
May 25, 2005 - Present
VICUS CAPITAL, INC.
Office #1: 2591 Wexford-bayne Road Suite 202, Sewickley, PA 15143RIA
CRD#: 116021
SEWICKLEY, PA
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2591 Wexford-bayne Rd Ste 202, Sewickley, PA 15143BD
CRD#: 13572
Sewickley, PA
Past
December 9, 2003 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
SEWICKLEY, PA
Past
October 19, 1988 - January 6, 2004
FINANCIAL INVESTMENT ANALYSTS, INC.
BD
CRD#: 16010
PITTSBURGH, PA
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
California(3/4/2021)
RR
Colorado(9/18/2024)
RR
Connecticut(9/10/2024)
RR
Delaware(9/9/2024)
RR
District of Columbia(9/18/2024)
RR
Florida(9/3/2013)
RR
Georgia(9/12/2024)
RR
Idaho(1/6/2025)
RR
Indiana(9/17/2024)
RR
Iowa(9/19/2024)
RR
Kansas(1/3/2025)
RR
Kentucky(9/23/2024)
RR
Maryland(9/3/2013)
RR
Massachusetts(9/3/2013)
RR
Michigan(1/6/2025)
RR
Mississippi(1/6/2021)
RR
Nevada(9/11/2024)
RR
New Jersey(8/26/2024)
RR
New York(9/3/2013)
RR
North Carolina(9/3/2013)
RR
Ohio(9/3/2013)
RR
Oklahoma(9/3/2013)
IAR
Pennsylvania(5/25/2005)
RR
Pennsylvania(9/3/2013)
RR
South Carolina(10/12/2017)
RR
Texas(9/23/2019)
IAR
Texas(9/23/2019)
RR
Vermont(7/7/2025)
RR
Virginia(9/3/2013)
RR
Washington(9/3/2013)
RR
West Virginia(1/3/2025)
RR
Wisconsin(9/13/2024)
Exams
State Security Law 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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Check for any disclosures as part of your thorough research when choosing an advisor.
