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Lisa A. Balsamo

CORRADO ADVISORS, LLC·RAMSEY, New Jersey
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48 SOUTH FRANKLIN TURNPIKE, RAMSEY, NJ 07446-2558CRD# 6027886Firm CRD# 111721
01

About

Lisa A. Balsamo is a registered financial advisor based in RAMSEY, New Jersey, affiliated with CORRADO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORRADO ADVISORS, LLC
CORRADO ADVISORS, LLC
AUM
$197M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CORRADO ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6027886
Firm CRD# 111721
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa A. Balsamo offer?
Lisa A. Balsamo specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RAMSEY, New Jersey for a consultation.
What are Lisa A. Balsamo's credentials?
Lisa A. Balsamo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa A. Balsamo located?
Lisa A. Balsamo is based in RAMSEY, New Jersey, working with CORRADO ADVISORS, LLC. Their office serves clients in the RAMSEY metropolitan area and surrounding communities.
How does Lisa A. Balsamo charge for services?
Lisa A. Balsamo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORRADO ADVISORS, LLC?
CORRADO ADVISORS, LLC has approximately 10 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RAMSEY
Jason M Kolinsky — KOLINSKY WEALTH MANAGEMENT, LLCMark Anthony Corrado — CORRADO ADVISORS, LLCStacey Berson — BERSON & CORRADO INVESTMENT ADVISORS, LLCNicholas Corrado — CORRADO ADVISORS, LLCSteven Ira Kolinsky — KOLINSKY WEALTH MANAGEMENT, LLC
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Research
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