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Michael Dennis Labarbera

Journey Strategic Wealth LLC

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About Michael Dennis Labarbera

Michael Labarbera is a financial advisor with Journey Strategic Wealth LLC, a firm that has offices in Summit, NJ and Tampa, FL. Michael has been in the financial services industry since August 2000 and is registered to provide investment advice in California, Colorado, Georgia, Idaho, Michigan, New Jersey and Texas. Michael has a strong background in financial planning and investment management and is committed to helping clients achieve their financial goals.

Firm Information

Michael Labarbera 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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Michael Labarbera’s Registration & Firm History

FL

08/05/2024 - Present

Journey Strategic Wealth LLC (Tampa FL)

FL

02/14/2018 - 08/05/2024

LPL FINANCIAL LLC (TAMPA FL)

FL

02/01/2010 - 02/14/2018

INVEST FINANCIAL CORPORATION (TAMPA FL)

FL

06/24/2005 - 02/10/2010

LPL FINANCIAL CORPORATION (TAMPA FL)

FL

07/08/2003 - 06/24/2005

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NY

09/21/2000 - 07/14/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

AZ

07/07/2000 - 08/10/2000

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Dennis Labarbera.
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