Mark Lebida is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 18 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
51 John F Kennedy Pkwy 5th Fl, Office Center at Short Hills, Short Hills, NJ, 07078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the Director of Investments and Wealth Management at Journey Strategic Wealth since 2021, dedicating full-time hours. He is head of investments, responsible for execution, portfolio construction, and manager selection.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Journey Strategic Wealth LLC
Purshe Kaplan Sterling InvestmentsBroker
Avestar Capital, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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