Mark Edward Deily
Investment adviser representative at Rba Wealth Management, LLC
29 yearsExperience
1 stateRegistered in
$452.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Rba Wealth Management, LLCNov 2019 to now
- Deimark CorpJun 2017 to now
- Deily & Company Pc CpasJun 2016 to now
- Davidson, Deily and Company Pc, CpaJan 1997 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rba Wealth Management, LLC
$452.1MAssets managed
426Clients
4Advisers
8 yearsIn 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
- 4253301
- Firm CRD
- 291029