Paul J. Leblanc

WILLIAM BLAIR

BOSTON, MA 02110

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CRD#: 4256477

Professional summary

Paul J Leblanc, who also goes by Paul Joseph Leblanc, is a registered financial professional currently at WILLIAM BLAIR located in Boston, Massachusetts.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 12 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Paul Joseph Leblanc

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) - BD

Click below to view Paul J Leblanc's CRS (Customer Relationship Summary).

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

January 14, 2026 - Present

WILLIAM BLAIR

Office #1: 125 High Street Oliver Street Tower Suite 1901, Boston, MA 02110

RIA

CRD#: 1252

BOSTON, MA

Past

April 14, 2022 - December 10, 2025

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

March 4, 2020 - June 5, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

April 4, 2017 - June 1, 2018

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

MELROSE, MA

Past

December 19, 2016 - June 1, 2018

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

May 25, 2012 - June 9, 2015

LAZARD ASSET MANAGEMENT SECURITIES LLC

CRD#: 129119

NEW YORK, NY

Past

August 15, 2008 - May 4, 2012

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

December 4, 2006 - July 15, 2008

BOFA ADVISORS, LLC

RIA

CRD#: 107900

BOSTON, MA

Past

October 23, 2006 - July 15, 2008

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

January 15, 2003 - August 22, 2003

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

November 15, 2001 - July 25, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 15, 2001 - July 25, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

WILLIAM BLAIR

WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY

CRD#: 1252 / SEC#: 801-688, 8-2698

RIA

Registered Investment Advisory firm - SEC (12/24/1947 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(1/14/2026)

Massachusetts
(1/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/4/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/30/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/18/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/26/2012

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/20/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

WILLIAM BLAIR

WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY

CRD#: 1252 / SEC#: 801-688, 8-2698

RIA

Registered Investment Advisory firm - SEC (12/24/1947 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

The William Blair Building 150 North Riverside, Chicago, IL 60606

Mailing Address

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594

Phone number

(312) 236-1600

Established

Delaware since 10/30/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

469

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (8/14/2025)

WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE (8/14/2025)

WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
WBC HOLDINGS, L.P.	HOLDING COMPANY
CITARDI, CISSIE	EXECUTIVE COMMITTEE, GENERAL COUNSEL	6642613
DEVORE, RYAN JACOB	EXECUTIVE COMMITTEE	3049671
GLEDHILL, BRENT WALKER	PRESIDENT, CEO	2921069
KENDALL, ROBERT DANIEL	EXECUTIVE COMMITTEE	2765873
MCLAUGHLIN, SCOTT THOMAS	EXECUTIVE COMMITTEE	2481285
RASAVONGXAY, WILLSON B	CHIEF COMPLIANCE OFFICER	6593731
SATTERFIELD, BETH A	EXECUTIVE COMMITTEE	6011858
TOLE, STEVEN ROBERT	EXECUTIVE COMMITTEE	5885283
TRIMBERGER, MICHAEL WILLIAM	EXECUTIVE COMMITTEE, CFO	5329834
ZIMMER, MATTHEW MONTGOMERY	EXECUTIVE COMMITTEE	4157826

Regulatory assets under management

Total Number of Accounts	37,973
AUM (Assets Under Management)	$ 58,329,726,421

Disclosures

Regulatory Event	29
Arbitration	2
Bond	1

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.

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Firm Stability Insights

Paul J. Leblanc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul J Leblanc's CRS (Customer Relationship Summary).

Certified licenses

Experience

VICTORY CAPITAL SERVICES, INC.

FORESIDE FUND SERVICES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

LAZARD ASSET MANAGEMENT SECURITIES LLC

NATIXIS DISTRIBUTION, LLC

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

PARK AVENUE SECURITIES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WILLIAM BLAIR

State Registrations and Notice Filings

Exams

Series 65

Date: 4/4/2017

Series 66

Date: 11/30/2006

Series 63

Date: 12/18/2001

SIE

Date: 6/1/2018

Series 31

Date: 10/26/2012

Series 7

Date: 10/20/2006

Series 6

Date: 8/16/2001

FINRA

NYSE American LLC

NYSE Texas, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

WILLIAM BLAIR

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WILLIAM BLAIR

TRUST BUT VERIFY

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