Daniel P. Rosaschi

CORRADO ADVISORS

Ramsey, NJ 07446-2558

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CRD#: 2804019

Professional summary

Daniel Paul Rosaschi, ChFC®, CLU® is a registered financial advisor currently at CORRADO ADVISORS, LLC located in Ramsey, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 6 firms and has passed the Series 63, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: DANIEL ROSASCHI INV REL: Y ADD: 23 SCAGLIONE CT.; HIGHLAND MILLS, NY 10930 NATURE: LIFE, HEALTH POSITION: AGENT START DATE: 5/07/1996 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10 (2)NAME: DANIEL ROSASCHI INV REL: N ADD: 23 SCAGLIONE CT.; HIGHLAND MILLS, NY 10930 NATURE: SPORTS OFFICIAL POSITION: ICE HOCKEY OFFICIAL START DATE: 9/2010 NO. HR/MO: 12 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OFFICIATE HOCKEY GAMES AT YOUTH, COLLEGE AND ADULT LEVELS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Rosaschi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 9, 2017 - Present

CORRADO ADVISORS, LLC

Office #1: 48 South Franklin Turnpike Suite 300, Ramsey, NJ 07446-2558

RIA

CRD#: 111721

Ramsey, NJ

Past

August 15, 2012 - September 10, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

RAMSEY, NJ

Past

July 10, 2008 - January 6, 2009

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

CRANFORD, NJ

Past

October 9, 2007 - April 29, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PARAMUS, NJ

Past

August 8, 2007 - April 29, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PARAMUS, NJ

Past

October 18, 1996 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

October 18, 1996 - July 31, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MONTVALE, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORRADO ADVISORS, LLC

BERSON & CORRADO FINANCIAL PLANNERS LLC | CORRADO ADVISORS, LLC | BERSON & CORRADO INVESTMENT ADVISORS, LLC

CRD#: 111721 / SEC#: 801-56980

RIA

Registered Investment Advisory firm - (11/15/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/14/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/14/2012

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 7/7/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/12/2006

General Securities Principal Examination

Current Firm

CORRADO ADVISORS, LLC

BERSON & CORRADO FINANCIAL PLANNERS LLC | CORRADO ADVISORS, LLC | BERSON & CORRADO INVESTMENT ADVISORS, LLC

CRD#: 111721 / SEC#: 801-56980

RIA

Registered Investment Advisory firm - (11/15/1999 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(201) 661-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	724
AUM (Assets Under Management)	$ 202,244,968

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/18/2025	Cover Page	Report
09/26/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel P. Rosaschi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Rosaschi's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CORRADO ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/2012

Series 6

Date: 8/14/2012

Series 7

Date: 7/7/2003

Series 24

Date: 6/12/2006

Current Firm

CORRADO ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORRADO ADVISORS, LLC

TRUST BUT VERIFY

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