Casey Pisano (CRD# 5888879) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 11 years of experience in the finance industry. Casey Pisano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | Milford, PA | Jan 2019 - Current | 5 |
| Royal Alliance Associates, Inc. | Paramus, NJ | Nov 2018 - Current | 5 |
| Jhfn Sii | Livingston, NJ | Dec 2012 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- NJ
- PA
- TX
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Total Assets Under Management927MILLIONS
-
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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