CORRADO ADVISORS, LLC

HTTP://WWW.CORRADOFINANCIALGROUP.COM RAMSEY, NJ Investment Advisor How do I update this listing?

Also known as:

  • BERSON & CORRADO INVESTMENT ADVISORS LLC

Corrado Advisors is based out of Ramsey. Corrado Advisors is a large advisory firm with 322 clients and discretionary assets under management (AUM) of $250,611,636 (Form ADV from 2018-01-01). Their last reported 13F filing for Q3 2019 included $111,008,000 in managed 13F securities and a top 10 holdings concentration of 44.19%. Corrado Advisors's largest holding is Alphabet Inc. Class A with shares held of 5,991. Corrado Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 61 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $111.008 Million
  • Prior Market Value $111.764 Million
  • New Purchases4 stocks
  • Additional Purchases17 stocks
  • Sold out of10 stocks
  • Reduced holdings in36 stocks
  • Top 10 Holdings % 44.19 %
  • Turnover % [1]:18.42%
  • Turnover Alt % [2]: 7.12 %
  • Time Held Top20:7.50 quarters
  • Time Held Top10:5.40 quarters
  • Time Held All:10.39 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.33%
Performance Last 4 Quarters: -9.05%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR/A (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR/A (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR/A (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR/A (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR/A (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR/A (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR/A (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR/A (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CORRADO ADVISORS, LLC
48 SOUTH FRANKLIN TURNPIKE SUITE 300
RAMSEY NJ    07446-2558
Country: United States

Business Phone: 201-661-6600
Fax: 201-661-6601
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 27,371,600
Total Number of Clients: 322
Amount of client funds and securities by related persons: 6,959,470
Total Number of clients from related persons: 7
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CORRADO ADVISORS, LLC

ownership team - last updated 2019-02-19
Name Title Start Date Direct/Indirect % Ownership
CORRADO, MARK, ANTHONY MANAGING MEMBER 09/01/1997 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MANAGING MEMBER direct 1997-09-01
CORRADO, NICHOLAS MEMBER 09/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 1997-09-01
CORRADO, DEAN MEMBER 09/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 1997-09-01
CORRADO, LUKE MEMBER 03/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 2000-03-01
LENTZ, HERMAN CHIEF COMPLIANCE OFFICER 06/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
BALSAMO, LISA, A. MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CORRADO ADVISORS, LLC MEMBER direct 2018-07-01

BERSON & CORRADO INVESTMENT ADVISORS, LLC

ownership team - last updated 2017-06-13
Name Title Start Date Direct/Indirect % Ownership
BERSON, STUART, MARK MANAGING MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MANAGING MEMBER direct 1997-09-01
CORRADO, MARK, ANTHONY MANAGING MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MANAGING MEMBER direct 1997-09-01
BERSON, STACEY MEMBER 09/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 1997-09-01
BERSON, SCOTT MEMBER 09/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 1997-09-01
CORRADO, NICHOLAS MEMBER 09/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 1997-09-01
CORRADO, DEAN MEMBER 09/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 1997-09-01
CORRADO, LUKE MEMBER 03/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC MEMBER direct 2000-03-01
LENTZ, HERMAN CHIEF COMPLIANCE OFFICER 06/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERSON & CORRADO FINANCIAL PLANNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01

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