Staten Island, NY Industrial Loop Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,217 advisors across 5,115 offices

Location

516 Industrial Loop, #28

Staten Island NY 10309

Advisors at this office

4

Advisors at this office

user avatar

Jenna F

Series 66

Staten Island, NY

Cetera

Jenna Faiella is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Cetera. Her work history includes roles at Avantax Investment Services, J.P. Morgan Securities, and Guardian Life. Outside of her advisory work, she is the managing member of NJ SALT 4 LLC, a salt distribution company serving residential and commercial customers. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Krista D

ChFC®, Series 63, Series 66

Staten Island, NY

Cetera

Krista Dugan is a financial advisor with Cetera who holds the ChFC® designation and has 12 years of industry experience. She has worked at Cetera since 2025, with prior roles at Avantax Investment Services Inc. and Ironpath Financial, among others. Dugan also serves as a Client Services Specialist at Michael S. Licitra, CPA, PC, where she supports client relationships and account maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Kevin M

Series 66

Staten Island, NY

Cetera

Kevin Murphy is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cetera Wealth Services and multiple business activities involving accounting, tax preparation, and insurance sales. He operates a CPA practice providing bookkeeping and tax consulting services for personal and small business clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Michael L

CFP®, Series 66

Staten Island, NY

Cetera

Michael Licitra is a CFP® with 21 years of industry experience, currently serving at Cetera Wealth Services, LLC. He has a background in tax preparation and accounting as president of Michael S Licitra CPA PC since 2008 and has experience in insurance sales and health insurance brokerage. Licitra has held roles at Avantax Advisory Services and Fixed Life Sales, among others. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")