Broker Check


Dean M. Licata, CFS

Registered Representative/Investment Advisor Representative

585 586-4720 x3

Dean has been helping clients build personalized investment programs since1983. As an investment adviser his specialties include working with educators and small business owners. He began his financial services career as a broker and...
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Ann M. Yioulos

Client Services Manager

585 586-4720 x1

Ann is our client services manager. She has worked with Dean and his clientele in various capacities for most of his career. Her responsibilities include initiating accounts and maintaining all records, as well as office management and...
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Nancy C. Licata

Communications Coordinator

585 586-4720 x2

Nancy is our firm's communications coordinator. Nancy joined us after 13 years with a corporate communications company, serving clients including Eastman Kodak, Xerox and Coca-Cola. Her main responsibilities are website...
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Securities America, Inc.

One of the main advantages of establishing an independent investment management practice is the ability to select the broker-dealer firm you wish to associate with. Securities America is a national firm that offers leading-edge technology and services associated with larger broker-dealers, plus the people-focused culture that advisors with smaller broker-dealers enjoy. Securities America provides us with the compliance oversight mandated by federal regulation, as well as connecting us to a seemingly limitless list of investment programs and administration services.

Ladenburg Thalmann Financial Services, Inc.

A publicly traded diversified financial services company established in 1876, Ladenburg Thalmann is the parent company of Securities America. The investment banking branch of the company, Ladenburg Thalmann & Co. Inc., is the sixth oldest member of the New York Stock Exchange. The resources of Ladenburgh Thalmann, backing Securites America, offer us a globally connected platform for investment research and management.


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