Meghan Kelly
Investment adviser representative at Vicus Capital, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Kelly Wealth ServicesJan 2026 to now
- Vicus Capital, Inc.Jun 2024 to now
- Cetera Wealth Services, LLCJul 2022 to now
- Kelly Retirement Services, LLCJul 2021 to Jan 2026
- Cetera Advisor NetworksJul 2021 to Jul 2022
- UnemployedMar 2021 to Jun 2021
- PaychexAug 2019 to Feb 2021
- WegmansMar 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7406812
- Firm CRD
- 116021