Steven Edwin Leclair
CFP®Professional Summary
Steven Edwin Leclair, CFP® is a registered financial advisor currently at LECLAIR WEALTH PARTNERS located in Dublin, Ohio and GT SECURITIES, INC. located in Los Angeles, California. Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Steven has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
LECLAIR WEALTH PARTNERS | LECLAIR WEALTH PARTNERS LLC
Contact Information
Main Address
6515 Longshore Loop Suite 100, Dublin, OH 43017Phone Number
(888) 277-5704# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
559AUM (Assets Under Management)
$362,976,084Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LECLAIR WEALTH PARTNERS | LECLAIR WEALTH PARTNERS LLC
State Registrations and Notice Filings
(12/13/2024)
(12/3/2024)
(12/13/2024)
(11/12/2024)
(1/27/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2002About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2014About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2014About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Edwin Leclair's CRS (Customer Relationship Summary).
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