Ellen Leblanc is a control person of Personal Financial Solutions and directly owns under 5% of it.
Personal Financial Solutions is an investment adviser based in Manasquan, NJ, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $156 million, as filed on 15 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4722270
- Firm
- Personal Financial Solutions · CRD 129095
- Role
- Member
- In role since
- May 1997 · 29 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Manasquan, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Ellen Leblanc work?
Ellen Leblanc has held the title Member at Personal Financial Solutions, LLC since May 1997, and is a control person of the firm.
How can I verify Ellen Leblanc’s record?
Ellen Leblanc’s role is listed on Personal Financial Solutions, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 129095.