Mark Anthony Rioboli
Investment adviser representative at Webster Street Investment Advisors LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$113.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Webster Street Investment Advisors LLCJan 2025 to now
- Modera Wealth Management, LLCJan 2021 to Dec 2024
- Independence Advisors, LLCMay 2010 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (PA).
Webster Street Investment Advisors LLC
$113.7MAssets managed
56Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2391185
- Firm CRD
- 298027