CT
Cy Treaster
VICUS CAPITAL
State College, PA 16801
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CRD#: 7373051
CT
Professional summary
Cy Treaster is a registered financial advisor currently at VICUS CAPITAL, INC. located in State College, Pennsylvania.
Cy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cy has worked at 1 firm and has passed the Series 65 exam.
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. NAME OF OTHER BUSINESS: Premier Bartending LLC INVESTMENT RELATED: NO ADDRESS: 10 E Colonial Dr. Reedsville PA 17084 NATURE OF BUSINESS: Event Bartending Service POSITION/TITLE/RELATIONSHIP: Bartender START DATE: 9/2020 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Serve drinks to attendees of age 2. NAME OF OTHER BUSINESS: Faith's House of Hope INVESTMENT RELATED: No ADDRESS: 164 Manor Road, Centre Hall, PA NATURE OF BUSINESS: Non-Profit POSITION/TITLE/RELATIONSHIP: Governor START DATE: 05/2025 APX NUMBER OF HOURS PER WEEK: Less than 1 APX NUMBER OF HOURS DURING TRADING HOURS: Less than 1 BRIEF DESCRIPTION OF DUTIES: As needed tasks
CRS (Client Relationship Summary) - RIA
Click below to view Cy Treaster'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®
NoneExperience
Current
May 25, 2021 - Present
VICUS CAPITAL, INC.
Office #1: 476 Rolling Ridge Drive Suite 333, State College, PA 16801RIA
CRD#: 116021
State College, 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(5/25/2021)
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.
