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AK
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Ariel F Kosco
Biondo Investment Advisors LLC
9 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Tax Planning
Estate Planning
Biondo Investment Advisors LLC
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
Investment Management
Planning
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Location
540 Route 6 & 209, Milford, PA, 18337
Get directions
History
Regulatory History (3)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Financial
November 2023
Final
Financial
October 2023
Final
Financial
March 2023
Pending
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Biondo Investment Advisors LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2021 - February 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
Broker
February 2016 - February 2024 · 8 yrs
State Registrations
3 states
NJ
PA
TX
Advisor
Exams
No exam information available for this advisor.