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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1997
- Office Locations
- 2
Office Locations
About Corrado Advisors, LLC
Corrado Financial Group (Corrado Advisors, LLC) is a relationships-first planning firm that grew out of an accounting practice, pairing tax-aware advice with retirement planning, estate/will guidance, insurance reviews, and investment portfolio management. Portfolios emphasize diversified asset allocation using ETFs, mutual funds, index funds, and fixed income. The firm serves retail and institutional clients and primarily custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK ANTHONY CORRADO
Managing Member, Partner
- CRD
- #4376037
- Ownership
- 50% but less than 75%
LISA A. BALSAMO
Partner
- CRD
- #6027886
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Cristhian Alexander Perez
Associate Financial Planner
- CRD
- #7114548
DANIEL PAUL ROSASCHI
Partner
- CRD
- #2804019
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,390,045 | $323,618 |
| Non-Discretionary | $10,360,312 | $313,949 |
| Total | $252,750,357 | $323,210 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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