Meghan Kelly
Investment Adviser Representative at Vicus Capital, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meghan Kelly is an investment adviser representative with Vicus Capital, Inc. in Rochester, NY, where they have been registered since 2024. They have worked in the securities industry since 2023. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WegmansMar 2014 – Aug 2019Rochester, NY
- PaychexAug 2019 – Feb 2021Rochester, NY
- Kelly Retirement Services, LLCJul 2021 – Jul 2024Rochester, NY
- Vicus Capital, Inc. - 116021Jul 2021 – Jun 2024State College, PA
- Cetera Advisor NetworksJul 2021 – Jul 2022El Segundo, CA
- Cetera Wealth Services, LLCJul 2022 – no end date reportedEl Segundo, CA
- Vicus Capital, IncJun 2024 – no end date reportedState College, PA
- Kelly Retirement Services, LLCJul 2024 – Jan 2026Rochester, NY
- UnemployedMar 2021 – Jun 2021Rochester, NY
- Kelly Wealth ServicesJan 2026 – no end date reportedRochester, NY
Official records & sources
Data as of May 30, 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.
Client types the firm serves
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 profileOther advisors at Vicus Capital, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meghan Kelly 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.
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