{"url":"https://nivawealth.com/firms/corrado-advisors-111721","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111721","regulatoryAum":252750357,"crd":"111721","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6027886","suffix":null,"lastName":"BALSAMO","firstName":"LISA","middleName":"A."},{"crd":"4376037","suffix":null,"lastName":"CORRADO","firstName":"MARK","middleName":"ANTHONY"},{"crd":"7114548","suffix":null,"lastName":"Perez","firstName":"Cristhian","middleName":"Alexander"},{"crd":"2804019","suffix":null,"lastName":"ROSASCHI","firstName":"DANIEL","middleName":"PAUL"},{"crd":"871320","suffix":null,"lastName":"SILVER","firstName":"JEFFREY","middleName":"ALLEN"},{"crd":"7373061","suffix":null,"lastName":"Strobel","firstName":"Barry","middleName":null}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-26","regulatoryAum":200018808,"clients":327,"employees":11,"offices":3},{"filedOn":"2022-03-30","regulatoryAum":220208896,"clients":367,"employees":15,"offices":2},{"filedOn":"2023-04-13","regulatoryAum":183745920,"clients":377,"employees":15,"offices":2},{"filedOn":"2024-03-25","regulatoryAum":196920018,"clients":354,"employees":10,"offices":2},{"filedOn":"2025-06-04","regulatoryAum":202244968,"clients":313,"employees":9,"offices":4},{"filedOn":"2026-03-24","regulatoryAum":252750357,"clients":342,"employees":9,"offices":4}],"secFileNumber":"801-56980","legalName":"Corrado 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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Corrado Advisors use?","answer":"Corrado Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $253M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Corrado Advisors have?","answer":"Corrado Advisors has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Corrado Advisors invest in?","answer":"At the end of its last fiscal year, Corrado Advisors’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 7% cash and equivalents, 5% U.S. government and agency bonds and 3% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Corrado Advisors?","answer":"Corrado Advisors’ direct owners are Mark Corrado (50% to 75%), Nicholas Corrado (10% to 25%) and Lisa Balsamo (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Corrado Advisors get paid?","answer":"Corrado Advisors is paid through a percentage of assets under management. 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