CEO, CIO, Manager, Member-The Biondo Group, LLC · Biondo Investment Advisors LLC
Joseph P. Biondo
CRD 2536633 · Named on Form ADV at one SEC-registered adviser
At a glance
Biondo Investment Advisors LLC, an SEC-registered wealth manager based in Milford, PA with $1.3 billion in regulatory assets, lists Joseph P. Biondo on its Form ADV as CEO, CIO, Manager, Member-The Biondo Group, LLC, a control person.
Firms and roles
- Biondo Investment Advisors LLCCEO, CIO, Manager, Member-The Biondo Group, LLCWealth manager · Milford, PA · $1.3B in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joseph R. BiondoFounder, SR. Portfolio Manager, Member-The Biondo Group, LLC, Biondo Investment Advisors LLC
- Karl A. WagnerSenior Wealth Advisor, Member-The Biondo Group, LLC, Biondo Investment Advisors LLC
- Genevieve C. Sullivan-CornellChief Operating Officer, Member-The Biondo Group, LLC, Biondo Investment Advisors LLC
- Nicole A. DutkusChief Compliance Officer, Biondo Investment Advisors LLC
- Scott A. GoginskyPortfolio Manager & Research Analyst, Member-The Biondo Group, LLC, Biondo Investment Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.