JB
Jeffrey Boyanoski
VICUS CAPITAL
Lewisburg, PA 17837
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CRD#: 3269539
JB
Professional summary
Jeffrey Boyanoski, CFP®, who also goes by Jeff Boyanoski, Jeffrey Joel Boyanoski, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Lewisburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Dunmore, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Boyanoski | Jeffrey Joel Boyanoski
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. NAME OF OTHER BUSINESS: VICUS CAPITAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDING ADVISORY PRODUCTS TO CLIENTS POSITION/TITLE/RELATIONSHIP: IAR START DATE: 1/2020 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: IAR, FINANCIAL PLANNING, ASSET MANAGEMENT, 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: VERTICE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2020; POSITION/TITLE/RELATIONSHIP: OWNER/REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: ABNAS LLC INVESTMENT RELATED: 01/2020; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS CHECKING ACCOUNT; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Boyanoski'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: 2014
Experience
Current
January 2, 2020 - Present
VICUS CAPITAL, INC.
Office #1: 115 Farley Circle Suite 308, Lewisburg, PA 17837RIA
CRD#: 116021
Lewisburg, PA
Current
December 23, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 115 Farley Cir Ste 104, Lewisburg, PA 17837BD
CRD#: 13572
DUNMORE, PA
Past
March 9, 2004 - January 7, 2020
GRANT WILLIAMS L.P.
BD
CRD#: 45961
PHILADELPHIA, PA
Past
July 1, 2002 - February 24, 2004
PERSHING LLC
BD
CRD#: 7560
JERSEY CITY, NJ
Past
September 3, 1999 - December 31, 2001
HARRISDIRECT LLC
BD
CRD#: 42159
JERSEY CITY, NJ
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(4/16/2021)
RR
Colorado(12/23/2019)
RR
Connecticut(12/23/2019)
RR
Delaware(12/23/2019)
RR
Florida(12/23/2019)
RR
Georgia(12/23/2019)
RR
Illinois(5/28/2024)
RR
Maine(3/11/2021)
RR
Maryland(12/23/2019)
RR
Massachusetts(12/23/2019)
RR
Michigan(3/11/2021)
RR
Nevada(12/23/2019)
RR
New Jersey(12/23/2019)
RR
New Mexico(9/27/2021)
RR
New York(12/23/2019)
RR
North Carolina(12/23/2019)
RR
Oregon(8/6/2020)
RR
Pennsylvania(12/23/2019)
IAR
Pennsylvania(1/2/2020)
RR
South Carolina(12/23/2019)
RR
Tennessee(6/15/2023)
RR
Virginia(12/23/2019)
RR
West Virginia(12/23/2019)
RR
Wisconsin(12/23/2019)
Exams
State Security Law Exam
General 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
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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
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.
