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Matthew David Leblanc

CONTEXT ADVISERS III, LLC·BALA CYNWYD, Pennsylvania
Series 3, Series 63Clean recordCONTEXT ADVISERS III, LLC
401 CITY AVENUE, BALA CYNWYD, PA 19004CRD# 6344075Firm CRD# 172240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Leblanc · BALA CYNWYD, PA
Registration
CRD #6344075 · CONTEXT ADVISERS III, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 3
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONTEXT ADVISERS III, LLC
CRD 172240 · SEC 801-80975
AUM
$11M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by CONTEXT ADVISERS III, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at CONTEXT ADVISERS III, LLC →
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Frequently Asked Questions

What services does Matthew David Leblanc offer?
Matthew David Leblanc specializes in Investment Management, Fee-Only Advisory. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are Matthew David Leblanc's credentials?
Matthew David Leblanc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Leblanc located?
Matthew David Leblanc is based in BALA CYNWYD, Pennsylvania, working with CONTEXT ADVISERS III, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does Matthew David Leblanc charge for services?
Matthew David Leblanc's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTEXT ADVISERS III, LLC?
CONTEXT ADVISERS III, LLC has approximately 5 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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