AC
CFA · CFP
AC
CFA · CFP

Adrian Colarusso

10 Years of Experience
New York, NY

Adrian Colarusso is a CFA, CFP-designated registered investment advisor at Willow Partner Advisors, LLC, based in New York, NY, with 10 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

445 Park Avenue, Floor 9, New York, NY, 10022

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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 Activities

Adrian manages an investment account for Avellino Holdings LLC, benefiting his mother. This activity requires minimal time.

Employment History
Current Registrations
Willow Partner Advisors, LLC
January 2026 - Present · 4 mos
Target Rock Wealth Management, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Blackrock Investment Management, LLC
September 2015 - July 2021 · 5 yrs 10 mos
Blackrock Investments, LLCBroker
August 2015 - July 2021 · 5 yrs 11 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
Adrian Colarusso - Financial Advisor | TrueAdvisor