Peter Adam Oldziey

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2001 → Present
  Vicus Capital, Inc. (Formerly Pfg Financial Advisors)
  State College, PA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1. INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 08/1983, 15HRS/WKDY ONLY; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 10/2001, 10HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. SPIRITUAL ASSEMBLY OF THE BAHA'I OF DOVER, DE , INC., NOT INVESTMENT RELATED, 15 PARK DR, DOVER, DE, 19961, NON-PROFIT, STARTED 5/1988, SECRETARY, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, MINUTES AND CORRESPONDENCE. 4. NAME OF OTHER BUSINESS: PETER OLDZIEY & ASSOCIATES, PA ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2007 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: COMPREHENSIVE FINANCIAL PLANNING ; 5. NAME OF OTHER BUSINESS: IRONHORSE ASSOCIATES LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FRANCHISE ; START DATE: 01/2009 ; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX ; 6. NAME OF OTHER BUSINESS: 849 FOUNDATION, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 2/2023; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX; 7. NAME OF OTHER BUSINESS: HEYDRO LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FRANCHISE ; START DATE: 07/2009 ; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX ; 8. NAME OF OTHER BUSINESS: RUSTY RABBIT FOUNDATION; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FOUNDATION; START DATE:11/2022; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: FILING ANNUAL FRANCHISE TAX ; 9. NAME OF OTHER BUSINESS: DOVER INTERFAITH MISSION FOR HOUSING, INC.; INVESTMENT RELATED: NO; ADDRESS: 684 FORST ST DOVER, DE 19901; NATURE OF BUSINESS: HOMELESS SHELTER; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE GENERAL FINANCES AND PRESENT BUDGET AND REPORTS TO BOARD;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-05
• S63 Uniform Securities Agent State Law Examination
  1986-03-28

Designations

• Certified Financial Planner