Luc A Leblanc

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → Present
  Morgan Stanley
  Colchester, VT
• 06/2025 → 02/2026
  Northfield Savings Bank
  Williston, VT
• 09/2024 → 06/2025
  Northfield Savings Bank
  Burlington, VT
• 03/2024 → 09/2024
  Northfield Savings Bank
  Burlington, VT
• 06/2023 → 03/2024
  Rectrac Llc
  Essex, VT
• 08/2021 → 06/2023
  Rectrac Llc
  Essex, VT
• 02/2021 → 08/2021
  Vermont Systems Inc
  Essex, VT
• 09/2020 → 02/2021
  Vermont Information Processing Inc
  Colchester, VT
• 06/2018 → 09/2020
  Vermont Systems Inc
  Essex, VT
• 06/2017 → 06/2018
  Vermont Systems Inc.
  Essex, VT
• 10/2024 → 06/2025
  Self-Employed Hockey Official
  Essex, VT
• 06/2020 → 09/2024
  Self-Employed Lacrosse Coach
  Essex, VT
• 06/2015 → 09/2019
  Sports & Fitness Edge Inc.
  South Burlington, VT
• 03/2021 → 06/2023
  Roman Catholic Diocese Of Burlington
  South Burlington, VT
• 01/2015 → 05/2017
  University Of Vermont
  Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2026-05-15