Hawthorne, NY Office

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior firms include LPL Financial, MML Investors Services, MassMutual Life Insurance Company, Pruco Securities, and AXA Advisors. Licata is also involved with Aging Issues Management LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to various advisory programs and third-party asset managers, delivering solutions through its extensive network of investment adviser representatives.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and 37 years of industry experience. His career includes roles at LPL Financial and his own firm, Joseph L. Soricelli Insurance and Financial Services. He is also involved with Aging Issues Management LLC and works as a Senior Real Estate Specialist at Coldwell Banker Signature Properties. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm utilizes a network of investment adviser representatives and integrates third-party asset managers and proprietary WealthSuite model portfolios supported by major strategists.