Ramsey, NJ logo

Ramsey, NJ Office

Team
Updated today
Corrado Advisors, LLC logo

Corrado Advisors, LLC

Team

Firm-wide stats for Corrado Advisors, LLC

Total advisors

6

Across 2 offices

Clients per advisor

56 Typical

Avg AUM per client

$722,687 Low

HNW client ratio

24% Low

About

Corrado Advisors, LLC is a team-based registered investment adviser with four advisors managing roughly $253 million for about 337 clients. The firm serves individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan services.

The firm’s process begins with an assessment of each client’s objectives and allocates assets across equities, fixed income, mutual funds and ETFs, and—when appropriate—may incorporate structured notes, buffer ETFs, options, initial public offering allocations, or selected independent managers. Corrado provides ongoing monitoring and rebalancing, offers standalone financial planning and consulting, and allows clients to impose written restrictions or to engage other implementers for execution or tax/accounting work.

What is distinctive about Corrado is its operational affiliations: certain owners and representatives are principals in CFG CPA (a certified public accounting firm) and Corrado Risk Management (an insurance agency), and the firm’s Chief Compliance Officer is licensed to practice law and may provide legal services in his separate capacity. These relationships involve shared office resources and personnel and are disclosed as potential conflicts of interest; Corrado notes that affiliated services are provided under separate agreements and that clients are not required to use the affiliates.

Based on Corrado Advisors, LLC

Expertise

Options & derivatives strategies

Based on Corrado Advisors, LLC

Location

48 South Franklin Turnpike, Suite 300

Ramsey NJ 07446-2558

Advisors at this office

5

Advisors at this office

user avatar

Lisa B

Series 65

Ramsey, NJ

Corrado Advisors, LLC

Lisa Balsamo is a financial advisor at Corrado Advisors, LLC with four years of industry experience. She holds a Series 65 designation and is also involved in several affiliated businesses, including CFG CPA, LLP, an accounting firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary investment advisory services and financial planning. The firm’s investment strategies include allocations to equities, fixed income, mutual funds, ETFs, and other instruments, and it coordinates with an affiliated professional network including accounting and legal services.

Options & derivatives strategies
user avatar

Mark C

Ramsey, NJ

Corrado Advisors, LLC

Mark Corrado is a financial advisor at Corrado Advisors, LLC with 4 years of industry experience. He is also a partner in Corrado CPA's, LLP, an accounting firm, Corrado Risk Management, LLC, an insurance firm, and Corrado Administrative Services, LLC, a management services firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering both discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm uses a range of investment strategies including allocations to equities, fixed income, mutual funds, ETFs, structured notes, options, and independent managers, and coordinates with affiliated professionals such as CPAs, insurance agents, and attorneys.

Options & derivatives strategies
user avatar

Barry S

Ramsey, NJ

Corrado Advisors, LLC

Barry Strobel is a financial advisor with Corrado Advisors, LLC, holding four years of industry experience. He is also associated with CFG CPA, LLP, an accounting firm where he dedicates part of his time. His career includes long-term involvement with Corrado Advisors and Corrado CPA, LLP. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm employs a range of investment strategies and coordinates with an affiliated professional network that includes accounting, insurance, and legal services.

Options & derivatives strategies
user avatar

Cristhian P

Series 63, Series 65

Ramsey, NJ

Corrado Advisors, LLC

Cristhian Perez is a financial advisor with Corrado Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Bloomberg L.P., Cammack Retirement Group, and Cammack Larhette Brokerage, Inc. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment advisory services alongside financial planning and consulting. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, supported by an affiliated professional network of CPAs, insurance agents, and legal counsel.

Options & derivatives strategies
user avatar

Daniel R

ChFC®, Series 63

Ramsey, NJ

Corrado Advisors, LLC

Daniel Rosaschi is a financial advisor at Corrado Advisors, LLC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Corrado Advisors in 2017, he worked at Sextant Financial from 2014 to 2016. Outside of his advisory role, Rosaschi is an ice hockey official, officiating games at youth, college, and adult levels. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with investment advisory and financial planning services. The firm employs a diverse range of investment strategies and coordinates with affiliated professionals, including CPAs and attorneys, to provide comprehensive client support.

Options & derivatives strategies
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)