Meghan Kelly
Advisor at Vicus Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vicus Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vicus Capital, Inc.
Location
Rochester, NY 14624
Credentials
Series 66
Industry experience
2 years
Meghan Kelly is a financial professional with Vicus Capital, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at Kelly Wealth Services and Kelly Retirement Services, LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies such as fundamental and technical analysis, core–satellite, tactical rotation, and factor-based approaches, and provides specialized services including ERISA fiduciary consulting and fee-based annuity programs.
Based on Vicus Capital, Inc.
Based on Vicus Capital, Inc.
Financial planning fees may also be charged as flat fees, negotiated per client
$0 - $250,000: 1.5% $250,001 - $500,000: 1.3% $500,001 - $1,500,000: 1.0% $1,500,001+: 1.0%
Less than 50% of revenue comes from commissions on investment and insurance product sales; no advisory fees charged in addition to commissions when earned
Financial planning may be charged on an hourly rate, negotiated per client
Account minimum: $25,000 Minimum fee: Minimum account fees ranging from $250 to $1,400 depending on the strategy and account size; minimum fees may be waived Fee-only: Financial planning fees charged on hourly, flat fee, or fixed percentage basis; negotiated per client
3313 Chili Avenue, Suite B
Rochester, NY 14624
New York
Kelly Wealth Services
2026 - Present (1 year)
Kelly Retirement Services, Llc
2024 - 2026 (2 years)
Vicus Capital, Inc
2024 - Present (2 years)
Cetera Wealth Services, LLC
2022 - Present (4 years)
Kelly Retirement Services, Llc
2021 - 2024 (3 years)
Vicus Capital, Inc. 116021
2021 - 2024 (3 years)
Cetera Advisor Networks
2021 - 2022 (1 year)
UnEMPLOYED
2021 - 2021 (1 year)
Paychex
2019 - 2021 (2 years)
Wegmans
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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