Daniel Rosaschi is a ChFC-designated registered investment advisor at Corrado Advisors, LLC, based in Ramsey, NJ, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 313 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corrado Advisors charges a percentage of the value of your investments each year, up to a maximum of 1.50%. The exact percentage is negotiable and depends on factors like the amount you invest and the complexity of your situation. Similar clients could pay different fees. Corrado may reduce its fee for managing fixed income securities.
Location
48 South Franklin Turnpike, Suite 300, Ramsey, NJ, 07446-2558
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Metlife Securities INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.