Corrado Advisors, LLC

RIASEC RegisteredEst. 1999
Total AUM
$253M
Discretionary
$242M
96% of AUM
Avg account
$323K
Accounts
782
Employees
9
Advisory reps
8

Firm details

Headquarters
Ramsey, New Jersey
CRD number
111721
Registered since
November 15, 1999
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 19%, Cash & Cash Equivalents 7%, US Government Bonds 5%, Private Funds 3%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents7%
  • US Government Bonds5%
  • Private Funds3%

Owners & executives

2 of 2
  • Jeffrey Silver

    Jeffrey Silver

    Chief Investment OfficerCRD 871320

  • Bennett Weiner

    Bennett Weiner

    Chief Compliance OfficerCRD 7526505

Contacts

3 of 6
  • Cristhian Perez

    Cristhian Perez

    Associate Financial PlannerCRD 7114548

  • Mark Corrado

    Mark Corrado

    Managing PartnerCRD 4376037

  • Nicholas Corrado

    Nicholas Corrado

    AccountantCRD 4379441

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 94

Active vs passive

$191M in ETFs

Passive

35%

$66.7M

Active

43%

$124M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$6M31,6493.15%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth