Updated:
Corrado Advisors
Corrado Advisors was established in 1997 by Mark A. Corrado in Ramsey, New Jersey. It began as an accounting firm and expanded to deliver financial planning,...
Corrado Advisors
Corrado Advisors was established in 1997 by Mark A. Corrado in Ramsey, New Jersey. It began as an accounting firm and expanded to deliver financial planning, retirement planning, and portfolio management. Lisa A. Balsamo serves as co-principal owner alongside Corrado. The firm allocates across public equities and provides insurance and estate services to clients. Confirmed holdings include the Sprott Copper Miners ETF. All activity remains domestic with no disclosed positions outside the United States. Bennett Weiner acts as Chief Compliance Officer and Ellen Linares serves as Principal. The firm supports the Anthony Marotti Memorial Scholarship Foundation and Ramsey Responds Inc. No operational events from the last 24 months appear in available records. Membership in the Exit Planning Exchange and the Skin Cancer Foundation Corporate Council supplies additional professional networks for client referrals and planning work.
General information
Firm type
Multi Family Office
Year founded
1997
Location
Region
North America
Country
United States
City
Ramsey
Corporate office
48 S. Franklin Turnpike Suite #300, Ramsey, NJ 07446, United States
Principals
Mark A. Corrado
Managing Member and Principal Owner
Lisa A. Balsamo
Principal Owner
Bennett Weiner
Chief Compliance Officer
Ellen Linares
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Corrado Advisors?
Mark A. Corrado serves as Managing Member and Principal Owner. Lisa A. Balsamo holds equal principal ownership. Bennett Weiner oversees compliance functions.
Does Corrado Advisors participate in fund commitments or only direct deals?
The firm executes portfolio management through direct holdings such as the Sprott Copper Miners ETF. No fund commitments or co-investor activity appear in public records.
Where does the underlying wealth come from?
No public disclosure identifies the source of client wealth or founding capital.
Does Corrado Advisors maintain philanthropic structures?
The firm supports the Anthony Marotti Memorial Scholarship Foundation and Ramsey Responds Inc. through donations. These vehicles operate separately from investment advisory work.
How does Corrado Advisors source proprietary deal flow?
The firm draws on memberships in the Exit Planning Exchange and the Skin Cancer Foundation Corporate Council. No other sourcing channels are documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: