Joseph Ralph Biondo

Biondo Investment Advisors LLC

55 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate 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

Location

540 Route 6 & 209, Milford, PA, 18337

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History

Regulatory History (1)

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Customer Dispute

May 1993

Settled

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Other Business Activities

Joseph is the sole owner of three real estate holding companies (L&J, Inc., Bee Gee Realty, and 605 PA Ave), all established before 2004. He spends minimal time on these activities before and after business hours.

Employment History

Current Registrations

Biondo Investment Advisors LLC

April 2004 - Present · 21 yrs 10 mos

Previous Registrations

Biondo Asset Management LLCBroker

April 2004 - October 2017 · 13 yrs 6 mos

Citigroup Global Markets INC.Broker

July 1993 - March 2004 · 10 yrs 8 mos

Lehman Brothers INC.Broker

September 1979 - July 1993 · 13 yrs 10 mos

Loeb PartnersBroker

January 1978 - September 1979 · 1 yr 8 mos

Loeb Rhoades & CO. INC.Broker

January 1977 - January 1978 · 1 yr

Loeb, Rhoades & CO. INC.Broker

July 1970 - January 1977 · 6 yrs 6 mos

State Registrations4 states

FLNJPATX

Advisor

Exams

No exam information available for this advisor.