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Casey Hunter Pisano

Casey H. Pisano

BIONDO INVESTMENT ADVISORS LLC
Milford, PA 18337
Some features on this profile are disabled
CRD#: 5888879
Casey Hunter Pisano

Professional summary

Casey Hunter Pisano, AIF®, CFP® is a registered financial advisor currently at BIONDO INVESTMENT ADVISORS LLC located in Milford, Pennsylvania.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Casey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE BROKER: HEALTH AND GROUP BENEFITS , VARIOUS CARRIERS INSURANCE BROKERAGE , AGENT, START OF RELATIONSHIP: DEC 17, 2012, APPROXIMATE # OF HOURS PER MONTH: 8, APPROXIMATE # OF HOURS SPENT DURING REGULAR ECURITIES TRADING HOURS: 8.... INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI , VARIOUS CARRIERS, INSURANCE BROKERAGE , AGENT, START OF RELATIONSHIP: DEC 17, 2012, APPROXIMATE # OF HOURS PER MONTH: 8, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 8....

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Hunter Pisano's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

January 30, 2019 - Present

BIONDO INVESTMENT ADVISORS LLC

Office #1: 540 Route 6 & 209, Milford, PA 18337
RIA
CRD#: 130105
Milford, PA
Past

November 2, 2018 - January 24, 2019

OSAIC WEALTH, INC.

RIA
CRD#: 23131
PARAMUS, NJ
Past

November 2, 2018 - January 24, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
PARAMUS, NJ
Past

July 2, 2013 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
PARAMUS, NJ
Past

December 21, 2012 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
PARAMUS, NJ
Past

June 12, 2012 - October 1, 2012

ROCKWELL GLOBAL CAPITAL LLC

BD
CRD#: 142485
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BIONDO INVESTMENT ADVISORS LLC
BIONDO INVESTMENT ADVISORS LLC

CRD#: 130105 / SEC#: 801-62775

RIA
Registered Investment Advisory firm - (2/9/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/19/2019)
IAR
Pennsylvania
(1/30/2019)
IAR
Texas
(1/30/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/6/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/2012
General Securities Representative Examination

Current Firm

BI
BIONDO INVESTMENT ADVISORS LLC
BIONDO INVESTMENT ADVISORS LLC

CRD#: 130105 / SEC#: 801-62775

RIA
Registered Investment Advisory firm - (2/9/2004 Approved)
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Contact information

Main Address
540 Route 6 & 209, Milford, PA 18337
Mailing Address
Po Box 909, Milford, PA 18337
Phone number
(570) 296-5525
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BIONDO INVESTMENT ADVISORS, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,317
AUM (Assets Under Management)$ 1,106,420,953

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BIONDO INVESTMENT ADVISORS LLC

CRD#: 130105Milford, PA 18337

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