Joseph William Daly
Investment adviser representative at Biondo Investment Advisors LLC
20 yearsExperience
3 statesRegistered in
$1.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Biondo Investment Advisors LLCJul 2019 to now
- Atlas CertifiedJan 2018 to Sep 2018
- Best Western HotelsJan 2017 to Jan 2018
- Wyndham HotelsOct 1998 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Biondo Investment Advisors LLC
$1.3BAssets managed
1,138Clients
12Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7022006
- Firm CRD
- 130105