Unclaimed Profile

Lisa A. Balsamo

CORRADO ADVISORS, LLC·RAMSEY, New Jersey

Clean recordCORRADO ADVISORS, LLC

48 SOUTH FRANKLIN TURNPIKE, RAMSEY, NJ 07446-2558CRD# 6027886Firm CRD# 111721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa A. Balsamo · RAMSEY, NJ

Registration

CRD #6027886 · CORRADO ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CORRADO ADVISORS, LLC

AUM

$197M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORRADO ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6027886

Firm CRD# 111721

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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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