Peter Oldziey, financial advisor Dover DE

Peter Oldziey

CRD Number: 1453470
Current Firm: Vicus Capital, Inc.

Peter Oldziey (CRD# 1453470) is an Investment Advisor Representative working at Vicus Capital, Inc. in Dover, DE and has over 38 years of experience in the finance industry. Peter Oldziey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Big Investment Services
Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 10
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Oct 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Peter A. Oldziey
Phone Number: 855-558-4287
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    2,255
    MILLIONS
  • Total Number of Accounts
    8,430
    ACCOUNTS
  • Average Account Value
    $267,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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