Corrado Advisors, LLC
Firm details
- Headquarters
- Ramsey, New Jersey
- CRD number
- 111721
- Registered since
- November 15, 1999
- Website
- corradofinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.91%
- Individuals28.45%
- Pension & Profit Sharing Plans3.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Corrado Advisors, LLC is an independent, SEC-registered registered investment adviser that has operated since 1999 as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients, charging advisory fees based on a percentage of assets under management. Its written advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Corrado does not identify as an active ESG investor and is not positioned as a capital allocator to external managers; its regulatory filings also indicate it is not registered as a multi-state adviser. The firm maintains professional relationships with accountants, law firms, and insurance companies, suggesting a coordinated planning approach for clients who need tax, legal, or insurance advice alongside investment management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities19%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Private Funds3%
Owners & executives
2 of 2
Jeffrey Silver
Chief Investment OfficerCRD 871320

Bennett Weiner
Chief Compliance OfficerCRD 7526505
Contacts
3 of 6
Cristhian Perez
Associate Financial PlannerCRD 7114548

Mark Corrado
Managing PartnerCRD 4376037

Nicholas Corrado
AccountantCRD 4379441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$191M in ETFs
35%
$66.7M
43%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $6M | 31,649 | 3.15% |
Location
Ramsey, NJ
Bergen
Location
Ramsey, NJ
Headquartered in Ramsey, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 48 S Franklin Tpke
- Time zone
- ET (UTC-5)
- Office locations
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