Mark Lebida, financial advisor Summit NJ

Mark Lebida

CRD Number: 4943261
Current Firm: Journey Strategic Wealth LLC

Mark Lebida (CRD# 4943261) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 17 years of experience in the finance industry.

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Origin Financial
Professional Designations
Company Name Location Dates Years
Journey Strategic Wealth LLC Summit, NJ May 2021 - Current 2
Purshe Kaplan Sterling Investments Albany, NY May 2021 - Current 2
Avestar Capital, LLC New York, NY Apr 2017 - May 2021 4
Moody's Analytics New York, NY Feb 2017 - Apr 2017 < 1
Unemployed New York, NY Jul 2016 - Feb 2017 < 1
Tiaa New York, NY Nov 2013 - Jul 2016 2
Tiaa-cref Individual & Institutional Services, LLC New York, NY Nov 2013 - Jul 2016 2
Unemployed Metuchen, NJ Jun 2013 - Nov 2013 < 1
Lodi Board Of Education Lodi, NJ Apr 2013 - Jun 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Mark E. Lebida
Phone Number: (201) 905-0070
Firm Website:
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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