Krista Dugan is a ChFC-designated registered investment advisor, based in Staten Island, NY, with 11 years of industry experience.
Location
516 Industrial Loop, Suite 2B, Staten Island, NY, 10309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Krista works as a Client Services Specialist for Michael S. Licitra, CPA, PC, providing retirement, estate, investment, and general financial planning services, as well as tax services. She is also a member of Thornwood Group LLC, which holds investment properties, dedicating minimal time to managing them.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Goldman, Sachs & CO.Broker
State Registrations1 state
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