Mark
Borda
Mariner Wealth Advisors
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About this Advisor
Mark Borda is a chartered financial analyst operating in Bethlehem, Pennsylvania with 1 year of relevant experience. Borda is currently employed by Mariner Wealth Advisors. Throughout their career, Borda has worked at Sgf Capital Management, Manulife Asset Management, Cfgi, Citrin Cooperman, Corbenic Partners and Mariner Wealth Advisors. Borda is registered to work in Pennsylvania and Texas. Mariner Wealth Advisors is a firm that has its headquarters in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 advisors. It handles $66 billion in assets under management among its 112,465 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 128 charitable organizations. Of its 112,465 client accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules typically depend on which service is offered. Fees charged by Mariner Wealth Advisors most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Mark Borda Work History
Mark has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Corbenic Partners
Citrin Cooperman
Cfgi
Manulife Asset Management
Sgf Capital Management
*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 Borda 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 Mariner Wealth Advisors
Greenville, SC
Novi, MI
Plano, TX
Irvine, CA
Kingsport, TN
Sioux Falls, SD
Littleton, CO
Tulsa, OK
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
