ML
Michael S. Licitra
CETERA INVESTMENT ADVISERS LLC
STATEN ISLAND, NY 10309
Some features on this profile are disabled
CRD#: 4887832
ML
Professional summary
Michael S. Licitra, CFP®, who also goes by Michael S Licitra, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Staten Island, New York and CETERA WEALTH SERVICES, LLC located in Staten Island, New York.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael S Licitra
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CRUMP INSURANCE 516 Industrial Loop 2B Staten Island NY 10309 Insurance Agent Insurance Sales Agent 3/1/2016 1hrs~0hrs Traditional UL, Term, Whole LIfe insurance sales. 2) Michael S Licitra CPA PC 516 Industrial Loop, #2B~Staten Island NY 10309 Tax Preparation/Accounting President 5/1/2008~160hrs~120hrs~Provide accounting and tax preparation services 3) PGP 516 Industrial Loop 2B Staten Island NY 10309 Professional Services Sales Associate/Executive 5/1/2015 1hrs~0hrs Health Insurance Broker through PGP Benefits as general agent. 4) WILSON PROPERTY ENTERPRSE LLC POSITION: 50% PARTNER NATURE: PURCHASED REAL ESTATE.PLAN ON RENTING IT OUT TO RENTOR WITHIN NEXT COUPLE OF MONTHS. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2021 ADDRESS: 516 Industrial Loop, #2B, Staten Island NY 10309, DESCRIPTION: RESIDENTIAL RENATAL PROPERTY. PLAN ON RENTING OUT TO RESIDENTIAL TENANTS. 5) WILSON HILL LLC POSITION: 50% PARTNER / MEMBER NATURE: FORMED LLC TO PURCHASE A RENTAL PROPERTY IN STATEN ISLAND NY. IT WILL BE A 2 FAMILY RESIDENTIAL RENTAL. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 516 Industrial Loop, #2B, Staten Island NY 10309, United States DESCRIPTION: LANLORD ACTIVITES THAT INCLUDE COLLECTING RENT.
CRS (Client Relationship Summary) - RIA
Click below to view Michael S. Licitra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 516 Industrial Loop #28, Staten Island, NY 10309RIA
CRD#: 105644
STATEN ISLAND, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 516 Industrial Loop #2b, Staten Island, NY 10309BD
CRD#: 13572
Staten Island, NY
Past
August 6, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Staten Island, NY
Past
May 6, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Staten Island, NY
Past
May 1, 2008 - May 19, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
EDISON, NJ
Past
May 1, 2008 - May 19, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
EDISON, NJ
Past
January 6, 2005 - May 8, 2008
OSAIC WEALTH, INC.
BD
CRD#: 23131
STATEN ISLAND, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/5/2025)
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
