Patrick Anthony Leblanc
Investment adviser representative at Ancorato
18 yearsExperience
1 stateRegistered in
$283.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- AncoratoFeb 2025 to now
- Legacy Investment Solutions D.B.A. AncoratoJan 2025 to now
- Unemployed (in Between Jobs)Dec 2024 to Jan 2025
- Storage Units Capital Partners LLCJun 2024 to Dec 2024
- Arete Wealth ManagementMay 2024 to Dec 2024
- Investment Grade R.E. Income FundMay 2023 to Apr 2024
- Forum PartnersMar 2022 to May 2023
- Wealthforge Securities LLCMar 2022 to May 2023
- International Assets Advisory, LLCDec 2019 to Mar 2022
- D.H. Hill Securities, LllpMay 2017 to Dec 2019
- Hartman Real Assets Securities, Inc.Jan 2017 to May 2017
- Dh Hill SecuritiesSep 2016 to Dec 2016
- Patrick Leblanc (self Employed)Aug 2008 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (ID).
Ancorato
Legal name: Legacy Investment Solutions, LLC
$283.7MAssets managed
6Clients
8Advisers
3 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
- 6332475
- Firm CRD
- 322695