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 RIA organized as a limited liability company and operating since 1999. The firm is owner-run and serves both individual/family clients and institutional relationships. Its advisory offerings center on financial planning and portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. Corrado does not self-identify as an active ESG investor, is not a pension consultant, and is not listed as a related adviser or capital allocator in the available data. The firm maintains professional industry ties with accountants, law firms, and insurance companies.
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 2JEFFREY SILVER
Chief Investment OfficerCRD 871320
BENNETT WEINER
Chief Compliance OfficerCRD 7526505
Contacts
3 of 6Cristhian 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 92Active vs passive
$164M in ETFs
32%
$52.8M
43%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $4.2M | 31,470 | 2.54% |
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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