Joseph Biondolillo
Joseph Biondolillo is a registered investment advisor at Park Avenue Investment Advisory, LLC, based in Red Bank, NJ, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 255 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAA offers investment management through various programs. Fees are based on the value of your account and may be negotiable. The total client fee consists of an advisor fee, a platform fee, and a strategy fee (if applicable). The platform fee is tiered, decreasing as your assets increase. The maximum annual client fee is 3%.
Location
333 Broad St, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (7)
Regulatory
June 2013Employment Separation After Allegations
May 2013Customer Dispute
February 2013Customer Dispute
February 2013Customer Dispute
January 2013Customer Dispute
October 2012Regulatory
May 2004Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
Previous Registrations
Woodstock Financial Group, INC.Broker
Chelsea Financial ServicesBroker
Vfinance Investments, INCBroker
J.P. Turner & Company, L.L.C.Broker
Grayson Financial LLCBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.