Mark Borda
Investment adviser representative at Mariner
12 yearsExperience
2 statesRegistered in
CFADesignation
$125.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- MarinerJul 2022 to now
- Mariner Wealth AdvisorsJul 2022 to now
- Corbenic PartnersJun 2021 to Jun 2022
- Citrin CoopermanDec 2019 to May 2021
- CfgiMay 2018 to Dec 2019
- Manulife Asset ManagementOct 2014 to May 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7392732
- Firm CRD
- 140195