Peter Bowe Marmaras
Investment adviser representative at Vicus Capital, Inc.
16 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Wealth Services, LLCSep 2013 to now
- Vicus Capital, Inc.Jul 2005 to now
- Vicus Capital, Inc. (formerly Pfg Financial Advisors)Jul 2005 to now
- Marmaras and Smith, LLCJun 2005 to now
- Peter Marmaras & Co. LLCDec 2004 to now
- Core Income Advisors LLCNov 2015 to Dec 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1856636
- Firm CRD
- 116021