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RIA / WealthAdvisorCertified Financial Planner33 years in industry

MARK ANTHONY RIOBOLI

Advisor at WEBSTER STREET INVESTMENT ADVISORS LLC

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:964546e0-b3de-bf83-b03a-0f1e730da31d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 9, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEBSTER STREET INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 1, 1993
First registration: Aug 9, 2002
Dual registered: no
IAPD individual key: 2391185

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEBSTER STREET INVESTMENT ADVISORS LLC	Independent wealth	Feb 5, 2025	n/a	yes	PHILADELPHIA, PA	Current employment
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jan 4, 2021	Dec 9, 2024	no	WAYNE, PA\|WESTWOOD, NJ	Previous registration
INDEPENDENCE ADVISORS, LLC	Former SEC adviser	Jun 15, 2010	Jan 4, 2021	no	WAYNE, PA	Previous registration
INDEPENDENCE ADVISORS INC	n/a	Sep 15, 2006	Jul 9, 2010	no	WAYNE, PA	Previous registration
WESCOTT FINANCIAL ADVISORY GROUP LLC	Independent wealth	Aug 9, 2002	Oct 7, 2004	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MODERA WEALTH MANAGEMENT, LLC	WEBSTER STREET INVESTMENT ADVISORS LLC	Dec 9, 2024	Feb 5, 2025	58	Firm change	RIA to RIA
INDEPENDENCE ADVISORS, LLC	MODERA WEALTH MANAGEMENT, LLC	Jan 4, 2021	Jan 4, 2021	0	Firm change	RIA to RIA
INDEPENDENCE ADVISORS INC	INDEPENDENCE ADVISORS, LLC	Jul 9, 2010	Jun 15, 2010	-24	Firm change	Other
WESCOTT FINANCIAL ADVISORY GROUP LLC	INDEPENDENCE ADVISORS INC	Oct 7, 2004	Sep 15, 2006	708	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153687:155649:PA:2021-01-04	Jan 4, 2021	Jan 4, 2021	WAYNE, PA	Firm change

Relationships

Registered with (5)

→ WEBSTER STREET INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Feb 5, 2025 to presentfactForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 4, 2021 to Dec 9, 2024factForm ADV
→ INDEPENDENCE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 15, 2010 to Jan 4, 2021factForm ADV
→ INDEPENDENCE ADVISORS INCRegistered adviserregistration: previous registration
Sep 15, 2006 to Jul 9, 2010factForm ADV
→ WESCOTT FINANCIAL ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Aug 9, 2002 to Oct 7, 2004factForm ADV

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
Mark Anthony Rioboli left Modera Wealth Management, Llc for Webster Street Investment Advisors Llc (registered 2025-02-05)
Form ADVobserved 4 days ago