Mark
Lebida
Journey Strategic Wealth LLC
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About this Advisor
Mark Lebida is a chartered financial analyst operating in Summit, New Jersey with a total of 2 years of relevant experience. Lebida is an employee of Journey Strategic Wealth LLC. Their career trajectory has included roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Lodi Board Of Education, Journey Strategic Wealth LLC, Purshe Kaplan Sterling Investments, Moody'S Analytics and Avestar Capital, LLC. Lebida maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Journey Strategic Wealth LLC is a registered investment business that has its headquarters in Summit, NJ. It has offices in four locations and a total of 23 employees. It manages $3 billion in assets among its 1,547 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 1,547 accounts, 33% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually vary depending on which service is provided. Fees charged by Journey Strategic Wealth LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
$2,726,392,525
23
1,547
$1,762,374
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mark Lebida Work History
Mark has been registered as a financial advisor for 2 years.*
Journey Strategic Wealth LLC
Purshe Kaplan Sterling Investments
Moody'S Analytics
Avestar Capital, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Lodi Board Of Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Lebida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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