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CS

Christopher P. Suttmeier

VICUS CAPITAL
Bedminster, NJ 07921
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CRD#: 6910803
CS

Professional summary


Christopher Peter Suttmeier, who also goes by Christopher Suttmeier, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Bedminster, New Jersey and CETERA WEALTH SERVICES, LLC located in Bedminster, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Christopher has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Suttmeier

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, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 10/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: MARMARAS AND SMITH, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Peter Suttmeier's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 28, 2023 - Present

VICUS CAPITAL, INC.

Office #1: 1430 Us Highway 206, Ste 230, Bedminster, NJ 07921Office #2: 3101 Emrick Blvd Ste 315, Bethlehem, PA 18020
RIA
CRD#: 116021
Bedminster, NJ
Current

October 6, 2023 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1430 Us Highway 206 Ste 230, Bedminster, NJ 07921Office #2: 3101 Emrick Blvd Ste 315, Bethlehem, PA 18020
BD
CRD#: 13572
Bedminster, NJ
Past

January 6, 2023 - October 6, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Lawrenceville, NJ
Past

October 20, 2022 - October 6, 2023

MORGAN STANLEY

BD
CRD#: 149777
Lawrenceville, NJ
Past

May 23, 2018 - October 7, 2022

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA

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

IAR
New Jersey
(9/29/2023)
RR
New Jersey
(10/6/2023)
IAR
Pennsylvania
(9/28/2023)
RR
Pennsylvania
(10/6/2023)
RR
Rhode Island
(1/21/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2023
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/22/2022
General Securities Representative Examination
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
Registered Investment Advisory firm - (10/5/2001 Approved)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VICUS CAPITAL ADV PART 2A (3/24/2025)

Regulatory assets under management


Total Number of Accounts9,058
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.

Company Information


VICUS CAPITAL, INC.

CRD#: 116021Bedminster, NJ 07921

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