Invicta Advisors LLC

Invicta Advisors LLC (CRD# 298868) is a financial advisory firm headquartered in Monroeville, PA. They manage $192,282,372 in 1,192 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146
http://www.invictacapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $161,311
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, DE, FL, IL, LA, MI, NJ, OH, PA, TX, VT, WA, WV

Financial Advisors at Invicta Advisors LLC
Showing 1 - 10 of 11 top financial advisors.
1
Preston Boyd, financial advisor Monroeville PA
Preston Boyd
CRD#: 5370644
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146

Preston Boyd (CRD# 5370644) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 16 years of experience in the finance industry.

2
James Cash, financial advisor Worthington OH
James A. Cash
CRD#: 2919757
947 Worthington Woods Loop Road, Worthington, OH 43085

James Cash (CRD# 2919757) is an Investment Advisor Representative working at Invicta Advisors LLC in Worthington, OH and has over 25 years of experience in the finance industry.

3
Christine Dalonzo, financial advisor Havertown PA
Christine M. Dalonzo
CRD#: 3026739
Havertown, PA

Christine Dalonzo (CRD# 3026739) is an Investment Advisor Representative working at Invicta Advisors LLC in Havertown, PA and has over 25 years of experience in the finance industry.

4
Rex Linkenbach, financial advisor Monroeville PA
Rex Linkenbach
CRD#: 2521282
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146

Rex Linkenbach (CRD# 2521282) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 29 years of experience in the finance industry.

5
Scott Lucas, financial advisor Worthington OH
Scott A. Lucas
CRD#: 1489956
947 Worthington Woods Loop Road, Worthington, OH 43085

Scott Lucas (CRD# 1489956) is an Investment Advisor Representative working at Invicta Advisors LLC in Worthington, OH and has over 36 years of experience in the finance industry.

6
Kristin Pearson, financial advisor Monroeville PA
Kristin M. Pearson
CRD#: 4522677
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146

Kristin Pearson (CRD# 4522677) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 20 years of experience in the finance industry.

7
Eric Smith, financial advisor Upper Chichester PA
Eric M. Smith
CRD#: 4832474
1318 Meetinghouse Road, Upper Chichester, PA 19061

Eric Smith (CRD# 4832474) is an Investment Advisor Representative working at Invicta Advisors LLC in Upper Chichester, PA and has over 19 years of experience in the finance industry.

8
Gregory Teal, financial advisor Upper Chichester PA
Gregory S. Teal
CRD#: 4768591
1318 Meetinghouse Road, Upper Chichester, PA 19061

Gregory Teal (CRD# 4768591) is an Investment Advisor Representative working at Invicta Advisors LLC in Upper Chichester, PA and has over 20 years of experience in the finance industry.

9
Aimee Toth, financial advisor Monroeville PA
Aimee A. Toth
CRD#: 5079628
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146

Aimee Toth (CRD# 5079628) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has 1 year of experience in the finance industry.

10
William Krzton, financial advisor Monroeville PA
William T. Krzton
CRD#: 6396217
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146

William Krzton (CRD# 6396217) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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