Samuel Alan Rosner
Investment adviser representative at Vicus Capital, Inc.
19 yearsExperience
2 statesRegistered in
$3BFirm assets
25 yearsFirm in business
Are you Samuel Alan Rosner? Claim your profile
Contact this firm
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
19 years in the industry.
- Rosner Financial Tn Inc.Jan 2023 to now
- Vicus Capital, Inc.Mar 2021 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Vicus Capital, Inc. (formerly Pfg Financial Advisors)May 2007 to now
- Rosner Financial GroupJan 2007 to now
- Rosner Financial Inc.Jan 2020 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, TN).
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
- 5289870
- Firm CRD
- 116021