Carl Anthony Leblanc
Investment adviser representative at Ae Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Carl Anthony Leblanc? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ae Wealth Management, LLCMar 2026 to now
- J Biance Wealth ManagementMar 2026 to now
- J Biance FinancialJul 2025 to now
- LPL Enterprise, LLCNov 2024 to Jul 2025
- Pruco Securities, LLCMay 2022 to Nov 2024
- The Prudential Insurance Co. of AmericaMay 2022 to Nov 2024
- Lincoln Investment PlanningDec 2019 to May 2022
- Nylife Securities LLCJul 2012 to Dec 2019
- New York Life Insurance CompanyMar 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6040441
- Firm CRD
- 282580