Patrick Anthony Leblanc

Ancorato

9 Years of Experience

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Areas of Practice

Investment Management

Ancorato

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

2,367 clients

Average Client Portfolio

$102K average

Assets Under Management

$240.3M

Fee Structure

Financial Planning:Investment management only

Location

Montgomery, TX

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ancorato

February 2025 - Present · 1 yr

Previous Registrations

Arete Wealth Management, LLCBroker

June 2024 - December 2024 · 6 mos

Kcd Financial, INC.Broker

August 2023 - July 2024 · 11 mos

Wealthforge Securities, LLCBroker

March 2022 - May 2023 · 1 yr 2 mos

International Assets Advisory, LLCBroker

December 2019 - March 2022 · 2 yrs 3 mos

D.H. Hill Securities, LllpBroker

May 2017 - December 2019 · 2 yrs 7 mos

Hartman Real Assets Securities, INCBroker

January 2017 - May 2017 · 4 mos

D.H. Hill Securities, LllpBroker

September 2016 - January 2017 · 4 mos

Planmember Securities Corporation

February 2016 - April 2016 · 2 mos

Planmember Securities CorporationBroker

October 2015 - April 2016 · 6 mos

Futurity First Investment Services INC.Broker

December 2014 - July 2015 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.