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Henry Corrao

KCD Financial, Inc.

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About Henry Corrao

Henry Corrao is a financial advisor with KCD Financial, Inc. Henry has over 29 years of experience in the financial services industry. Henry is registered to provide securities and investment advisory services in both New York and Pennsylvania. He is also a licensed Series 63, Series 7, and Series 24 Principal. His previous experience includes positions with firms like Joseph Stone Capital, Freedom Investors Corp, Laidlaw & Company (UK) LTD, EKN Financial Services Inc, New Castle Financial Services LLC, J.P. Turner & Company, L.L.C., Basic Investors Inc, Advanced Planning Securities, Inc., Great Eastern Securities, Inc., Donald & Co. Securities Inc., Milestone Financial Services, Inc., Harrison Securities, Inc., M.S. Farrell & Company, Inc., Glenn Michael Financial, Inc., EBI Securities Corporation, Joseph Dillon & Company Inc., First Asset Management, Inc., HD Brous & Co., Inc., Lew Lieberbaum & Co., Inc., Chatfield Dean & Co., Inc., Joseph Roberts & Co., Inc., Stratton Oakmont Inc., and others. Henry focuses on providing financial planning and portfolio management for individuals and high-net-worth individuals.

Firm Information

Henry Corrao is currently registered with KCD Financial, Inc.. KCD Financial, Inc. is a Corporation headquartered in GREEN BAY, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They serve high net worth individuals and individuals other than high net worth. The firm has been in operation since 2003-05-19 and has approximately 175,100,000 in assets under management.
KCD Financial, Inc.

3061 ALLIED STREET

GREEN BAY, WI 54304

$175.10M

Assets Under Management

30

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A portion of fees paid to 3rd party advisors

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Henry Corrao’s Registration & Firm History

WI

05/23/2022 - Present

KCD Financial, Inc. (GREEN BAY WI)

NY

08/15/2017 - 05/06/2022

JOSEPH STONE CAPITAL L.L.C. (HUNTINGTON NY)

WI

05/20/2013 - 08/01/2017

FREEDOM INVESTORS CORP. (BROOKFIELD WI)

NY

10/02/2012 - 05/15/2013

LAIDLAW & COMPANY (UK) LTD. (MELVILLE NY)

NY

05/13/2009 - 10/12/2012

EKN FINANCIAL SERVICES INC. (MELVILLE NY)

NY

09/29/2008 - 05/07/2009

NEW CASTLE FINANCIAL SERVICES LLC (MELVILLE NY)

NY

11/12/2007 - 03/27/2008

EKN FINANCIAL SERVICES INC. (WOODBURY NY)

NY

03/23/2007 - 08/28/2007

NEW CASTLE FINANCIAL SERVICES LLC (FRANKLIN SQUARE NY)

NY

12/19/2006 - 03/23/2007

J.P. TURNER & COMPANY, L.L.C. (WESTBURY NY)

NY

06/28/2006 - 11/17/2006

NEW CASTLE FINANCIAL GROUP INC. (MELVILLE NY)

NY

09/15/2004 - 06/28/2006

BASIC INVESTORS INC. (MELVILLE NY)

NY

04/28/2003 - 09/16/2004

ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)

NY

07/21/2004 - 07/27/2004

GREAT EASTERN SECURITIES, INC. (NEW YORK NY)

GA

08/06/2002 - 04/14/2003

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NJ

11/01/2001 - 09/06/2002

DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)

NY

07/02/2001 - 09/12/2001

MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)

NY

01/16/2001 - 03/14/2001

HARRISON SECURITIES, INC. (PORT WASHINGTON NY)

NY

08/14/2000 - 08/30/2000

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

NY

06/15/2000 - 08/28/2000

GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)

CO

05/14/1999 - 05/31/2000

EBI SECURITIES CORPORATION (ENGLEWOOD CO)

NY

11/10/1998 - 03/10/1999

JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)

NY

08/23/1997 - 08/28/1998

FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)

NY

03/08/1997 - 07/31/1997

HD BROUS & CO., INC. (GREAT NECK NY)

NY

06/20/1995 - 02/21/1997

LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)

CO

11/10/1994 - 06/05/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

FL

10/21/1994 - 11/30/1994

JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)

NY

04/02/1992 - 10/28/1994

LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)

NY

01/15/1991 - 04/06/1992

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

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Licenses & Designations

BC

Issued 01/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 12 public disclosures for Henry Corrao. Review regulatory record here.
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