Joseph Peter Biondo
Investment Adviser Representative at Biondo Investment Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Peter Biondo is an investment adviser representative with Biondo Investment Advisors LLC in Milford, PA, where they have been registered since 2005. They have worked in the securities industry since 1997 and have been registered with 5 firms, including Biondo Asset Management LLC and Citigroup Global Markets Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey, Pennsylvania, and Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Biondo Asset Management LLCNov 2004 – Oct 2017Milford, PA
- Biondo Investment Advisors LLCNov 2004 – no end date reportedMilford, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Biondo Investment Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $250,000 (waivable)
- 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%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investment management, estate and tax planning, financial planning, retirement planning, education planning, and institutional advisory services, utilizing a comprehensive and holistic approach that considers risk tolerance, time horizon, liquidity needs, and long-term goals.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Milford, PA
- SEC file number:
- 801-62775
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Biondo Investment Advisors LLC
11 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Peter Biondo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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