DR
ChFC
DR
ChFC

Daniel Paul Rosaschi

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$646K average
Assets Under Management
$202.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

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

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History

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 8 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.