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Mark Edward Lebida

Journey Strategic Wealth LLC

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About Mark Edward Lebida

Mark Edward Lebida is an investment advisor representative with Journey Strategic Wealth LLC. Mark has been in the financial services industry since 2005 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Mark is a Chartered Financial Analyst and holds Series 7, Series 66, and SIE licenses. Mark is a member of the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in Florida and New Jersey. Mark is a dedicated financial professional and is committed to providing his clients with the highest level of service.

Firm Information

Mark Lebida is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Lebida’s Registration & Firm History

NJ

04/02/2021 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

NY

11/09/2018 - 06/05/2019

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

NY

12/19/2013 - 07/29/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NJ

03/24/2008 - 02/16/2012

CHARLES SCHWAB & CO., INC. (MILLBURN NJ)

NJ

07/01/2005 - 01/28/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)

MN

07/01/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Edward Lebida.
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