Paul Masalski, financial advisor Phoenixville PA

Paul Masalski

CRD Number: 1466405
Current Firm: Vicus Capital, Inc.

Paul Masalski (CRD# 1466405) is an Investment Advisor Representative working at Vicus Capital, Inc. in Phoenixville, PA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 7
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Jan 2007 - Current 14
Phoenix Home Life Bala Cynwyd, PA Jul 1993 - Current 27
Security Mutual Life Ins. Company Binghamton, NY Oct 1978 - Current 42
Walnut Street Securities, Inc. St. Louis, MO Aug 2003 - Aug 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
Contact Info for Paul Masalski
Phone Number: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,775
    MILLIONS
  • Total Number of Accounts
    5,307
    ACCOUNTS
  • Average Account Value
    $334,478
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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