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John Henry Leblanc

MODERA WEALTH MANAGEMENT, LLC·BOSTON, Massachusetts
Unclaimed Profile
535 BOYLSTON STREET, BOSTON, MA 02116CRD# 2735410Firm CRD# 155649
01

About

John Henry Leblanc is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MODERA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODERA WEALTH MANAGEMENT, LLC
MODERA WEALTH MANAGEMENT, LLC
AUM
$12.5B
Regulatory assets under management
Employees
200
Total firm employees
View all advisors at MODERA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2735410
Firm CRD# 155649
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Henry Leblanc offer?
John Henry Leblanc specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are John Henry Leblanc's credentials?
John Henry Leblanc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Henry Leblanc located?
John Henry Leblanc is based in BOSTON, Massachusetts, working with MODERA WEALTH MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does John Henry Leblanc charge for services?
John Henry Leblanc's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODERA WEALTH MANAGEMENT, LLC?
MODERA WEALTH MANAGEMENT, LLC has approximately 200 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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