Joseph Biondo (CRD# 21733) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 31 years of experience in the finance industry.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 2185784
Lpl Financial LLC
CRD# 6613591
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Biondo Investment Advisors LLC | Milford, PA | Feb 2004 - Current | 20 |
| Biondo Asset Management, LLC | Milford, PA | Nov 2003 - Oct 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NJ
- PA
- TX
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Total Assets Under Management927MILLIONS
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Total Number of Accounts2,164ACCOUNTS
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Average Account Value$428,395
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, GA, KS, MA, MD, MO, NC, NH, NJ, NY, PA, SC, TX, VA
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