SourcingSourcing

CORRADO ADVISORS, LLC

B58
CRD 111721·SEC 801-56980·RAMSEY, NJ
AUM
$252.8M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$758K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORRADO ADVISORS, LLC
CRD
111721
SEC file #
801-56980
EIN
133969243
DBA names
—

Economics

AUM
$252.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$267.4M → $252.8M▼ -5%
Client mix
Individuals Other257
Individuals High Net Worth80
Pension Profit Sharing Plans5

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
RAMSEY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/corrado-financial-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORRADO, MARK, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CORRADO, MARK, ANTHONY
BALSAMO, LISA, A.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:corrado.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001482611
Edgar Registered
Yes
Edgar Filing Count
89
Edgar First Filing Date
2010-02-03
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
87
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001482611-26-000002
Edgar Former Names
Berson & Corrado Investment Advisors, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
48 SOUTH FRANKLIN TURNPIKE, SUITE 300RAMSEY, NJ 07446
Business
48 SOUTH FRANKLIN TURNPIKE, SUITE 300RAMSEY, NJ 07446
Edgar EIN
133969243
Edgar Recent Filings
13F-HR2026-04-30 · 0001482611-26-000002
13F-HR2026-02-10 · 0001482611-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4376037
Trust Company Affiliate
No

People (8)

8
CORRADO, MARK, ANTHONY
IAR · Direct Owner · 62.5%
4376037
BALSAMO, LISA, A.
IAR · Direct Owner · 37.5%
6027886
CORRADO, NICHOLAS
Direct Owner · 17.5%
4379441
WEINER, BENNETT, I.
Executive Officer · 2.5%
7526505
JEFFREY ALLEN SILVER
IAR
871320
Barry Strobel
IAR
7373061
Cristhian Alexander Perez
IAR
7114548
DANIEL PAUL ROSASCHI
IAR
2804019