DR
ChFC

Daniel Paul Rosaschi

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$646K average
Assets Under Management
$202.2M

Fee Structure

Minimum Investment:$250K
Hourly Rate:$200 - $400/hr

Corrado charges a negotiable annual investment advisory fee, up to a maximum of 1.50% of assets under management. The exact fee depends on factors like the amount of assets, complexity, and scope of services. Financial planning and consulting services are offered on a stand-alone basis, with hourly rates ranging from $200 to $400. A minimum asset level of $250,000 is generally required for investment advisory services, but this may be waived at Corrado's discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

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

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is a licensed life and health insurance agent since 1996, dedicating a few hours per week to this activity. He also works as an ice hockey official since 2010, spending a few hours per week officiating games.

Employment History
Current Registrations
Corrado Advisors, LLC
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Metlife Securities INC.
October 2007 - April 2008 · 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Daniel Paul Rosaschi - Financial Advisor | AdvisorDiscover