ML
Mohamed Lebda
IWM
MIAMI, FL 33132
CRD#: 8060146
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ML
Mohamed LebdaIWM
Professional summary
Mohamed Lebda is a registered financial advisor currently at IWM located in Miami, Florida.
Mohamed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Mohamed has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mohamed Lebda'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®
NoneExperience
Current
January 21, 2026 - Present
IWM
Office #1: 111 Ne 1st St 8th Floor, Miami, FL, 33132RIA
CRD#: 334984
MIAMI, FL
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
Florida(1/21/2026)
Current Firm
IW
IWM
IWM | IWM NEW YORK INC.
CRD#: 334984 / SEC#: 801-132457
Florida
Registered Investment Advisory firm - (1/21/2026 Approved)Loading...
Contact information
Main Address
111 Ne 1st St 8th Floor, Miami, FL, 33132
Mailing Address
Phone number
(630) 278-7111
Established
Firm type
Fiscal year end
# of Employees
4
0
Red Flags
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