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Luke Allen Barbalich

Investment adviser representative at Biondo Investment Advisors LLC
28 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

28 years in the industry.

  1. Biondo Investment Advisors LLCAug 2021 to now
  2. Newton Medical Center, Atlantic Health SystemSep 1998 to Aug 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

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
7444170
Firm CRD
130105
Advisor's SEC record (opens in a new tab)
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