Scott Test, financial advisor New York NY

Scott Test

CRD Number: 6500597
Current Firm: Vicus Capital, Inc.

Scott Test (CRD# 6500597) is an Investment Advisor Representative working at Vicus Capital, Inc. in New York, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Vicus Capital, Inc. State College, PA Aug 2017 - Current 6
Cetera Advisor Networks El Segundo, CA Jun 2017 - Current 6
Defrate & Paavola, LLC New York, NY Feb 2017 - Current 7
Self-employed Curwensville, PA Dec 2016 - Feb 2017 < 1
Edward Jones St Louis, MO Jun 2015 - Dec 2016 1
Lpr Land Services Dallas, TX Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Scott E. Test
Phone Number: 855-558-4287
Registered State(s):
  • NY
  • PA
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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