CP
CFP
CP
CFP

Casey Hunter Pisano

13 Years of Experience
Sells Insurance
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
Loading...

Location

540 Route 6 & 209, Milford, PA, 18337

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Casey works as an insurance broker for various carriers, selling health, group benefits, life insurance, annuities, long-term care, and disability insurance products since 2012. These activities each take a few hours per week.

Employment History
Current Registrations
Biondo Investment Advisors LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Royal Alliance Associates, INC.
November 2018 - January 2019 · 2 mos
Royal Alliance Associates, INC.Broker
November 2018 - January 2019 · 2 mos
Signator Investors, INC.
July 2013 - November 2018 · 5 yrs 4 mos
Signator Investors, INC.Broker
December 2012 - November 2018 · 5 yrs 11 mos
Rockwell Global Capital LLCBroker
June 2012 - October 2012 · 4 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.