Matthew
Leblanc
Columbia Management Investment Advisers, LLC
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About this Advisor
Matthew Leblanc is a financial advisor based out of Boston, Massachusetts who has 4 years of relevant experience. Leblanc is an advisor for Columbia Management Investment Advisers, LLC. Throughout their career, Leblanc has worked at University Of Pittsburgh Executive Business School, Farmington Woods Ground Department, University Of Pittsburgh, Wells Fargo Funds Distributor, LLC, Td Bank N.A, Td Private Client Wealth LLC, Columbia Management Investment Distributors, Inc and Columbia Management Investment Advisers, LLC. Leblanc has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Columbia Management Investment Advisers, LLC is a financial advisory firm operating out of Boston, MA. The firm has offices in eight locations and a total of 1,010 employees. It manages $388 billion in assets among its 5,163 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 59 charities and foundations. Of its 5,163 client accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which service is offered. However, fee types charged by Columbia Management Investment Advisers, LLC most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$388,388,690,314
1,010
5,163
$75,225,390
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Matthew Leblanc Work History
Matthew has been registered as a financial advisor for 4 years.*
Columbia Management Investment Distributors, Inc
Columbia Management Investment Advisers, LLC
Td Bank N.A
Td Private Client Wealth LLC
Wells Fargo Funds Distributor, LLC
University Of Pittsburgh Executive Business School
Farmington Woods Ground Department
University Of Pittsburgh
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Leblanc to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia Management Investment Advisers, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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