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Genevieve Catherine Sullivan-Cornell

BIONDO INVESTMENT ADVISORS LLC·MILFORD, Pennsylvania
SIE, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 65Clean record8 years registeredBIONDO INVESTMENT ADVISORS LLC
540 ROUTE 6 & 209, MILFORD, PA 18337CRD# 1324311Firm CRD# 130105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Genevieve Catherine Sullivan-Cornell · MILFORD, PA
Registration
CRD #1324311 · BIONDO INVESTMENT ADVISORS LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Mar 2018present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · March 5, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIONDO INVESTMENT ADVISORS LLC
CRD 130105 · SEC 801-62775
AUM
$927M
Regulatory assets under management
Employees
16
2,164 client accounts
Services offered by BIONDO INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Genevieve Catherine Sullivan-Cornell offer?
Genevieve Catherine Sullivan-Cornell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILFORD, Pennsylvania for a consultation.
What are Genevieve Catherine Sullivan-Cornell's credentials?
Genevieve Catherine Sullivan-Cornell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Genevieve Catherine Sullivan-Cornell located?
Genevieve Catherine Sullivan-Cornell is based in MILFORD, Pennsylvania, working with BIONDO INVESTMENT ADVISORS LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does Genevieve Catherine Sullivan-Cornell charge for services?
Genevieve Catherine Sullivan-Cornell's firm is compensated through percentage of aum, subscription fees, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIONDO INVESTMENT ADVISORS LLC?
BIONDO INVESTMENT ADVISORS LLC has approximately 16 employees and manages $927M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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