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Lisa A. Balsamo

Corrado Advisors, LLC

Ramsey, NJ

CRD 6027886

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Employer firm

Corrado Advisors, LLC CRD 111721

$253M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Corrado Advisors, Llc

48 South Franklin Turnpike Suite 300, Ramsey, NJ 07446-2558 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-13
NY RA APPROVED 2021-05-23
  • NJ RA
    APPROVED
    Since 2025-06-13
  • NY RA
    APPROVED
    Since 2021-05-23

Branch Locations

48 South Franklin Turnpike Suite 300, Ramsey, NJ 07446-2558 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corrado Cpa, Llp Ramsey NJ 10/1994 01/2022
Corrado Advisors, Llc Ramsey NJ 10/1997 Present
Corrado Risk Management, Llc Ramsey NJ 10/2005 Present
Corrado Administrative Services, Llc Ramsey NJ 08/2018 Present
Cfg Cpa, Llp Ramsey NJ 01/2022 Present
  • 10/1994 → 01/2022
    Corrado Cpa, Llp
    Ramsey, NJ
  • 10/1997 → Present
    Ramsey, NJ
  • 10/2005 → Present
    Corrado Risk Management, Llc
    Ramsey, NJ
  • 08/2018 → Present
    Corrado Administrative Services, Llc
    Ramsey, NJ
  • 01/2022 → Present
    Cfg Cpa, Llp
    Ramsey, NJ
Other Businesses

1. CFG CPA, LLP is an Accounting Firm, Approx. hours/month 125, 6 during securities trading hours per day. 2. Corrado Risk Management is an Insurance Firm, Approx. hours/month 5.0, .50 during securities trading hour per day. 3. Corrado Administrative Services is a Management Services Firm, Approx. hours/month 20, 1.0 during securities trading hours per day.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-08
  • S65 Uniform Investment Adviser Law Examination
    1999-12-08

View on SEC IAPD

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