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MF

Mark P. Faraldo

L & B REALTY ADVISORS, LLP
Dallas, TX 75206
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CRD#: 6058208
MF

Professional summary


Mark Paul Faraldo is a registered financial advisor currently at L & B REALTY ADVISORS, LLP located in Dallas, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mark has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Paul Faraldo's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 24, 2012 - Present

L & B REALTY ADVISORS, LLP

Office #1: 5910 North Central Expressway Suite 1200, Dallas, TX 75206
RIA
CRD#: 136654
Dallas, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
L&
L & B REALTY ADVISORS, LLP
L & B REALTY ADVISORS, LLP

CRD#: 136654 / SEC#: 801-64726

RIA
Registered Investment Advisory firm - (8/31/2005 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/24/2012)

Exams


Current Firm


L&
L & B REALTY ADVISORS, LLP
L & B REALTY ADVISORS, LLP

CRD#: 136654 / SEC#: 801-64726

RIA
Registered Investment Advisory firm - (8/31/2005 Approved)
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Contact information


Main Address
5910 North Central Expressway Suite 1200, Dallas, TX 75206
Mailing Address
Phone number
(214) 989-0800
Established
Firm type
Fiscal year end
# of Employees
85

SEC notice filing (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (3/27/2025)

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 265,111

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


L & B REALTY ADVISORS, LLP

CRD#: 136654Dallas, TX 75206

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