Patrick A. Leblanc

ANCORATO

Montgomery, TX

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CRD#: 6332475

Professional summary

Patrick Anthony Leblanc, who also goes by Patrick Leblanc, is a registered financial advisor currently at ANCORATO located in Montgomery, Texas.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick 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) - RIA

Click below to view Patrick Anthony 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

February 13, 2025 - Present

ANCORATO

RIA

CRD#: 322695

Montgomery, TX

Past

June 6, 2024 - December 16, 2024

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

August 31, 2023 - July 8, 2024

KCD FINANCIAL, INC.

CRD#: 127473

GREEN BAY, WI

Past

March 28, 2022 - May 9, 2023

WEALTHFORGE SECURITIES, LLC

CRD#: 152550

RICHMOND, VA

Past

December 26, 2019 - March 15, 2022

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

DALLAS, TX

Past

May 31, 2017 - December 11, 2019

D.H. HILL SECURITIES, LLLP

CRD#: 41528

Kingwood, TX

Past

January 3, 2017 - May 31, 2017

HARTMAN REAL ASSETS SECURITIES, INC

CRD#: 282619

Houston, TX

Past

September 7, 2016 - January 3, 2017

D.H. HILL SECURITIES, LLLP

CRD#: 41528

KINGWOOD, TX

Past

February 22, 2016 - April 27, 2016

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Houston, TX

Past

October 26, 2015 - April 27, 2016

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Houston, TX

Past

December 9, 2014 - July 20, 2015

SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC.

CRD#: 148024

SUMMIT, NJ

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".

ANCORATO

ANCORATO | LEGACY INVESTMENT SOLUTIONS, LLC | LEGACY CAPITAL MANAGEMENT, LLC | ANCORATO CAPITAL

CRD#: 322695 / SEC#: 801-126757

RIA

Registered Investment Advisory firm - (10/21/2022 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

Idaho
(2/13/2025)

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 66

Date: 2/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2014

General Securities Representative Examination

Current Firm

ANCORATO

ANCORATO | LEGACY INVESTMENT SOLUTIONS, LLC | LEGACY CAPITAL MANAGEMENT, LLC | ANCORATO CAPITAL

CRD#: 322695 / SEC#: 801-126757

RIA

Registered Investment Advisory firm - (10/21/2022 Approved)

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Contact information

Main Address

851 N Hickory Street Suite 100, Meridian, ID 83642

Mailing Address

Phone number

(208) 925-0006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY INVESTMENT SOLUTIONS, LLC DBA ANCORATO ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,664
AUM (Assets Under Management)	$ 240,286,719

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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Advisor Monitoring

Firm Stability Insights

Patrick A. Leblanc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Anthony Leblanc's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

KCD FINANCIAL, INC.

WEALTHFORGE SECURITIES, LLC

INTERNATIONAL ASSETS ADVISORY, LLC

D.H. HILL SECURITIES, LLLP

HARTMAN REAL ASSETS SECURITIES, INC

D.H. HILL SECURITIES, LLLP

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ANCORATO

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2014

Current Firm

ANCORATO

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANCORATO

TRUST BUT VERIFY

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