Joseph Biondo (CRD# 2536633) is an Investment Advisor Representative working at Biondo Investment Advisors LLC in Milford, PA and has over 27 years of experience in the finance industry.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 2500139
Ameriprise Financial Services, LLC
CRD# 2185784
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Biondo Investment Advisors LLC | Milford, PA | Nov 2004 - Current | 19 |
| Biondo Asset Management LLC | Milford, PA | Nov 2004 - Oct 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- 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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