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Mark Anthony Rioboli

Webster Street Investment Advisors LLC

Philadelphia, PA

CRD 2391185

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Employer firm

Webster Street Investment Advisors LLC CRD 298027

$114M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Webster Street Investment Advisors Llc

Philadelphia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-05
  • PA RA
    APPROVED
    Since 2025-02-05

Branch Locations

Philadelphia, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independence Advisors, Llc Wayne PA 05/2010 01/2021
Modera Wealth Management, Llc Westwood NJ 01/2021 12/2024
Webster Street Investment Advisors Llc Philadelphia PA 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-09-01
  • S65 Uniform Investment Adviser Law Examination
    1993-09-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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