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Gregory Joseph Lutfy

BIONDO INVESTMENT ADVISORS LLC·MILFORD, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredBIONDO INVESTMENT ADVISORS LLC
540 ROUTE 6 & 209, MILFORD, PA 18337CRD# 2386934Firm CRD# 130105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Joseph Lutfy · MILFORD, PA
Registration
CRD #2386934 · BIONDO INVESTMENT ADVISORS LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jan 2013 – present
BIONDO INVESTMENT ADVISORS LLC
Nov 2005 – Jan 2013
MILFORD, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 9, 2005
Years registered · 20
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
View all advisors at BIONDO INVESTMENT ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Gregory Joseph Lutfy offer?
Gregory Joseph Lutfy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILFORD, Pennsylvania for a consultation.
What are Gregory Joseph Lutfy's credentials?
Gregory Joseph Lutfy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Lutfy located?
Gregory Joseph Lutfy 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 Gregory Joseph Lutfy charge for services?
Gregory Joseph Lutfy'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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Other Advisors at BIONDO INVESTMENT ADVISORS LLC

Joseph Ralph Biondo
MILFORD, PA
Eugenia Pavek
MILFORD, PA
Nicole Ann Dutkus
MILFORD, PA
Genevieve Catherine Sullivan-Cornell
MILFORD, PA
Joseph Peter Biondo
MILFORD, PA
Karl Augustus Wagner
MILFORD, PA

More Advisors in MILFORD, Pennsylvania

Scott Alan Goginsky
BIONDO INVESTMENT ADVISORS LLC·MILFORD, PA

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