Joseph
Biondo
Biondo Investment Advisors LLC
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About this Advisor
Joseph Biondo is a financial advisor who works out of Milford, Pennsylvania with 19 years of relevant experience. Biondo is on the advisory team at Biondo Investment Advisors LLC. Over the course of their career, they have held roles at Biondo Asset Management, LLC and Biondo Investment Advisors LLC. Biondo maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, New Jersey, Pennsylvania and Texas. Biondo Investment Advisors LLC is an advisory business headquartered in Milford, PA. It has offices in two locations and a total of 16 advisors. It controls $743 million in assets under management between its 2,220 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,220 customer accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by Biondo Investment Advisors LLC most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Biondo Investment Advisors LLC Brokerage Details
$742,854,534
16
2,220
$334,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Biondo Work History
Joseph has been registered as a financial advisor for 19 years.*
Biondo Investment Advisors LLC
Biondo Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Biondo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Biondo Investment Advisors LLC
Milford, PA
Milford, PA
Milford, PA
Milford, PA
Milford, PA
Milford, PA
Milford, PA
Milford, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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