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Luke Allen Barbalich

Biondo Investment Advisors LLC

Milford, PA

CRD 7444170

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Employer firm

Biondo Investment Advisors LLC CRD 130105

$1.29B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Biondo Investment Advisors Llc

540 Route 6 & 209, Milford, PA 18337 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-29
NJ RA APPROVED 2021-11-10
PA RA APPROVED 2021-10-26
  • TX RA
    APPROVED
    Since 2021-11-29
  • NJ RA
    APPROVED
    Since 2021-11-10
  • PA RA
    APPROVED
    Since 2021-10-26

Branch Locations

540 Route 6 & 209, Milford, PA 18337 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Biondo Investment Advisors Llc Milford PA 08/2021 Present
Newton Medical Center, Atlantic Health System Newton NJ 09/1998 08/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-26
  • S65 Uniform Investment Adviser Law Examination
    2021-10-26

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ALEXANDRA GENE TALLMAN-VIGILANTE
JENNIFER L JARVIS
CASEY HUNTER PISANO

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · MILFORD, PA
CENTAURUS FINANCIAL, INC. · MILFORD, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Milford, PA

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