Mackenzie D. Leblanc
Professional summary
Mackenzie Douglas Leblanc, who also goes by Mack Leblanc, is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.
Mackenzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mackenzie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mackenzie Douglas Leblanc's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2022 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205June 9, 2016 - March 25, 2022
UBS FINANCIAL SERVICES INC.
April 11, 2016 - March 25, 2022
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2022)
Exams
Current Firm
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
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