Levene LeBlanc-McLean has been an investment adviser representative at Lifeworks Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Levene LeBlanc-McLean’s longest registration was 5 years at Seia (2020–2025). Before joining Lifeworks Advisors in 2026, Levene LeBlanc-McLean was registered through Seia.
- Lifeworks Advisors, LLCCurrent– present · under a yearLaurel, MD · Adviser representative · Firm CRD 288255
- Seia– · 5 yearsTyson's Corner, VA · Adviser representative · Firm CRD 108163
Investment adviser representative registrations
Levene LeBlanc-McLean is registered as an investment adviser representative in Maryland, since March 2026.
- MarylandSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 June 2020 |
| Series 7TO | General Securities Representative Examination | 8 October 2019 |
| SIE | Securities Industry Essentials Examination | 8 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Levene Marie LeBlanc-McLean
- CRD
- 7141754
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Laurel, MD
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Levene LeBlanc-McLean work?
Levene LeBlanc-McLean is an investment adviser representative registered through Lifeworks Advisors, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Levene LeBlanc-McLean a financial advisor?
Yes. Levene LeBlanc-McLean has a current investment-adviser registration in Maryland, through Lifeworks Advisors since March 2026.
How many years of experience does Levene LeBlanc-McLean have?
Levene LeBlanc-McLean has 6 years in the financial industry, since March 2020, across 2 adviser firms.
What exams has Levene LeBlanc-McLean passed?
Levene LeBlanc-McLean has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where did Levene LeBlanc-McLean work before Lifeworks Advisors?
Before Lifeworks Advisors, Levene LeBlanc-McLean was registered through Seia, July 2020 to November 2025.
Where is Levene LeBlanc-McLean based?
Levene LeBlanc-McLean’s registered office is in Laurel, MD.
Is Levene LeBlanc-McLean registered with FINRA?
No. Levene LeBlanc-McLean has no current broker registration.
How can I verify Levene LeBlanc-McLean’s record?
Search CRD 7141754 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Levene LeBlanc-McLean’s full registration record.
