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Joseph Peter Biondo

Investment Adviser Representative at BIONDO INVESTMENT ADVISORS LLC

Milford, PACRD #2536633Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
3 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
New JerseyPennsylvaniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/9/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 3/14/1997
SIE
Securities Industry Essentials Examination
Passed 10/19/2017
Series 7
General Securities Representative Examination
Passed 10/23/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/10/1997
Series 24
General Securities Principal Examination
Passed 5/5/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Equity SMA Level 1 < $1M1.50%
Equity SMA Level 1 $1M-$5M1.00%
Equity SMA Level 1 $5M-$10M0.75%
Equity SMA Level 2 < $1M1.50%
Equity SMA Level 2 $1M-$5M1.00%
Equity SMA Level 2 $5M-$10M0.75%
Equity SMA Level 3 < $1M1.25%
Equity SMA Level 3 $1M-$5M0.75%
Equity SMA Level 3 $5M-$10M0.50%
ETF < $1M1.00%
ETF $1M-$5M0.75%
ETF $5M-$10M0.50%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Biondo Investment Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BIONDO INVESTMENT ADVISORS LLCCurrent
2/2/2005Milford, PA
BIONDO ASSET MANAGEMENT LLC
11/24/200410/19/2017Milford, PA
CITIGROUP GLOBAL MARKETS INC.
11/16/199912/6/2004New York, NY
PRUDENTIAL SECURITIES INCORPORATED
10/24/199711/15/1999New York, NY
SUNAMERICA SECURITIES, INC.
3/12/19977/10/1997Phoenix, AZ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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