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Jeffrey Boyanoski

Investment Adviser Representative at Vicus Capital, Inc.

Lewisburg, PACRD #3269539Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Boyanoski is an investment adviser representative with Vicus Capital, Inc. in Lewisburg, PA, where they have been registered since 2020. They have worked in the securities industry since 2000 and have been registered with 4 firms, including Grant Williams L.P. and Pershing LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
26 states and territories

California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/2/1999
Series 24
General Securities Principal Examination
Passed 3/7/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vicus Capital, Inc.Current
1/2/2020 – Lewisburg, PA
Grant Williams L.P.
3/9/2004 – 1/7/2020Philadelphia, PA
Pershing LLC
7/1/2002 – 2/24/2004Jersey City, NJ
Csfbdirect, Inc.
9/3/1999 – 12/31/2001Jersey City, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Grant Williams, LP
    Feb 2004 – Dec 2019Phila, PA
  2. Cetera Wealth Services, LLC
    Dec 2019 – no end date reportedEl Segundo, CA
  3. Vicus Capital
    Jan 2020 – no end date reportedState College, PA
  4. Vertice Financial
    Jun 2020 – no end date reportedLewisburg, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vicus Capital, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive back-office support for independent wealth managers including investment management, financial planning, advisor engagement, business development, IT and cybersecurity, compliance, operations, marketing, managed account investment platforms, practice management solutions, retirement plan services, and custom portfolio design.

Investment ManagementFinancial PlanningEstate PlanningBusiness Planning
Firm areas of expertise
Investment ManagementWealth ManagementManaged AccountsBack-office SupportPractice ManagementFinancial PlanningRetirement Plan ServicesComplianceCybersecurityBusiness DevelopmentEstate Planning+4 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
89
Offices listed on AdvisorFinder:
23
Main office:
State College, PA
SEC file number:
801-60628

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Boyanoski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jeffrey Boyanoski (Vicus Capital) - Fees & Credentials