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Berson & Corrado Investment Advisors, LLC

Berson & Corrado Investment Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR MSCI EAFE StrategicFactors ETF $2,697,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $267.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 322
        Accounts
      • $830.4K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    Anthony Marotti
    August 2008
    Matthew Jerrold Chanin
    July 2013
    Jeffrey Allen Silver
    June 2017
    Daniel Paul Rosaschi
    June 2017

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Corrado CPA, LLP -- --
      Corrado Risk Management -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Mark Anthony Corrado Managing Member September, 1997 50% to 75%
        Lisa A. Balsamo Member July, 2018 25% to 50%
        Nicholas Corrado Member September, 1997 5% to 10%
        Dean Corrado Member September, 1997 5% to 10%
        Luke Corrado Member March, 2000 5% to 10%
        Herman Lentz Chief Compliance Officer June, 2006 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets