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JD

Joseph W. Daly

BIONDO INVESTMENT ADVISORS
Milford, PA 18337
Some features on this profile are disabled
CRD#: 7022006
JD

Professional summary

Joseph William Daly is a registered financial advisor currently at BIONDO INVESTMENT ADVISORS LLC located in Milford, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph William Daly'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®
None

Experience

Current

July 2, 2019 - Present

BIONDO INVESTMENT ADVISORS LLC

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

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
(7/2/2019)
IAR
Pennsylvania
(7/25/2019)
IAR
Texas
(7/25/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2019
Uniform Investment Adviser Law 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)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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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