LB
Lisa A. Balsamo
CORRADO ADVISORS
Ramsey, NJ 07446-2558
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CRD#: 6027886
LB
Professional summary
Lisa A. Balsamo is a registered financial advisor currently at CORRADO ADVISORS, LLC located in Ramsey, New Jersey.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lisa has worked at 1 firm and has passed the Series 65 exam.
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.
1. CFG CPA, LLP is an Accounting Firm, Approx. hours/month 125, 6 during securities trading hours per day. 2. Corrado Risk Management is an Insurance Firm, Approx. hours/month 5.0, .50 during securities trading hour per day. 3. Corrado Administrative Services is a Management Services Firm, Approx. hours/month 20, 1.0 during securities trading hours per day.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa A. Balsamo's 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®
NoneExperience
Current
May 23, 2021 - Present
CORRADO ADVISORS, LLC
Office #1: 48 South Franklin Turnpike Suite 300, Ramsey, NJ 07446-2558RIA
CRD#: 111721
Ramsey, 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".
CA
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(6/13/2025)
IAR
New York(5/23/2021)
Current Firm
CA
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)Upgrade to AdvisorCheck Premium
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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
9
SEC notice filing (10 States and Territories)
Documents
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 | ||
| 09/26/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
