Michael Licitra is a CFP-designated registered investment advisor, based in Staten Island, NY, with 21 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
516 Industrial Loop, #2B, Staten Island, NY, 10309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent selling various life insurance products since 2016 and a health insurance broker through PGP Benefits. He also provides accounting and tax preparation services as President of Michael S Licitra CPA PC, taking nearly full-time hours, and is a partner in two LLCs formed to purchase rental properties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Royal Alliance Associates, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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