Scott Everett Test
Investment adviser representative at Vicus Capital, Inc.
11 yearsExperience
2 statesRegistered in
$3BFirm assets
25 yearsFirm in business
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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
11 years in the industry.
- Defrate & Paavola LLC Dba/alta Wealth PartnerJan 2025 to now
- Vicus Capital, Inc.Aug 2017 to now
- Defrate & Paavola, LLCFeb 2017 to now
- Cetera Wealth Services, LLCJun 2017 to Dec 2025
- Self-employedDec 2016 to Feb 2017
- Edward JonesJun 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 6500597
- Firm CRD
- 116021