Joseph
Gorelick

Corrado Advisors, LLC

CRD#5270820
Investment Advisor
in New York, NY

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About this Advisor

Joseph Gorelick is a certified financial planner operating out of New York, New York, with 2 years of industry experience. Gorelick works at Corrado Advisors, LLC. During their career, Gorelick has held roles at Affinity Group, Corrado Advisors, LLC, Farmers Insurance and Go!Futon. Gorelick holds a Series 63 license, which qualifies them as a securities representative, and is registered to operate in New Jersey and New York. Corrado Advisors, LLC is an advisory company that has its headquarters in Ramsey, NJ. It has a total of 15 employees. It administers $184 million in assets across its 806 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 806 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Corrado Advisors, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which services the firm provides the client. Fee types billed by Corrado Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

25 West 43Rd Street Suite 320
New York, NY 10036

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Corrado Advisors, LLC Brokerage Details

Total Assets Under Management

$183,745,920

NY Average: $10,121,009,343
Total Number of Employees

15

NY Average: 92
Total Number of Accounts

806

NY Average: 6,978
Average Account Size

$227,973

NY Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Joseph Gorelick Work History

Joseph has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Corrado Advisors, LLC

2017 - 2021 (4 years)

Go!Futon

2015 - 2017 (2 years)

Farmers Insurance

2011 - 2015 (4 years)

Affinity Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Gorelick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corrado Advisors, LLC

Matthew Chanin
Delray Beach, FL
Cristhian Perez
Ramsey, NJ
Daniel Rosaschi
Ramsey, NJ
Jeffrey Silver
Heber, UT
Joseph Gorelick
New York, NY
Lisa Balsamo
New York, NY
Mark Corrado
New York, NY
Barry Strobel
Ramsey, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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