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Berson & Corrado Financial Planners LLC (New York)


Berson & Corrado Financial Planners LLC is a large advisory firm based in New York. It manages $175 million of regulatory assets for 850 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Hawaii, and 5 other states.

Berson & Corrado Financial Planners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Berson & Corrado Financial Planners: assets under management

The assets under management (AUM) of Berson & Corrado Financial Planners LLC is $175 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 317% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $175 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.88 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Berson & Corrado Financial Planners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Berson & Corrado Financial Planners LLC performs its advisory services is located at 25 West 43 Rd Street, New York, NY 10036 7406, which is also the mailing address of the firm. An additional office of the firm is in Ramsey, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-730-5444 or by fax 212-730-5450. The normal business hours are 8:30am - 5:30pm on Monday - Friday.


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