JB
JB

Joseph Peter Biondo

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

540 Route 6 & 209, Milford, PA, 18337

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is a member of BWB Holdings, LLC, a real estate company, and coordinates and plans construction of a new office building. This takes minimal time during business hours and a few hours per week after business hours.

Employment History
Current Registrations
Biondo Investment Advisors LLC
February 2005 - Present · 21 yrs
Previous Registrations
Biondo Asset Management LLCBroker
November 2004 - October 2017 · 12 yrs 11 mos
Citigroup Global Markets INC.Broker
November 1999 - December 2004 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
October 1997 - November 1999 · 2 yrs 1 mo
Sunamerica Securities, INC.Broker
March 1997 - July 1997 · 4 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.
Joseph Peter Biondo - Financial Advisor | TrueAdvisor