Dean LicataCRD Number: 1211246
Current Firm: Wall Street Financial Group, Inc.
Dean Licata (CRD# 1211246) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 34 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Wall Street Financial Group, Inc.||Rochester, NY||May 1994 - Current||23|
|Dean Licata And Associates||Fairport, NY||May 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management448MILLIONS
Total Number of Accounts2,408ACCOUNTS
Average Account Value$186,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV