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LB

Lisa A. Balsamo

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$646K average
Assets Under Management
$202.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lisa is involved with three outside business activities. She spends nearly full-time at CFG CPA, LLP, an accounting firm, minimal time at Corrado Risk Management, an insurance firm, and about 10-20% of her time at Corrado Administrative Services, a management services firm.

Employment History
Current Registrations
Corrado Advisors, LLC
May 2021 - Present · 4 yrs 9 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.