Mark
Lebida
Journey Strategic Wealth LLC
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About this Advisor
Mark Lebida is a financial advisor based in Summit, New Jersey, working with Journey Strategic Wealth LLC. Mark has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Moody's Analytics, and Avestar Capital, LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Mark is part of Journey Strategic Wealth LLC, which operates out of Summit, New Jersey. The firm has 3 offices and 23 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Journey Strategic Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
$3,069,968,934
23
1,898
$1,617,476
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
Purshe Kaplan Sterling Investments
Journey Strategic Wealth LLC
Moody'S Analytics
Avestar Capital, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
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
Summit, NJ
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