Ronald Thomas Leclaire Jr
AIF®, CFP®Professional Summary
Ronald Thomas Leclaire JR, AIF®, CFP®, who also goes by Ronald Thomas Le Claire Jr, Ronald Thomas Leclaire, Tom Leclaire, Tommy Leclaire, is a registered financial advisor currently at CALIBER WEALTH ADVISORY located in Tampa, Florida. Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ronald has worked at 4 firms and has passed the Series 66, SIE, Series 7, 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
Who I Serve
Services Offered
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Financial Planning
- Retirement Planning
Biography
Our memberships include NAPFA, the XY Planning Network, the Financial Planning Association, and the CFP Board of Standards.
Other Aliases
Ronald Thomas Le Claire Jr, Ronald Thomas Leclaire, Tom Leclaire, Tommy Leclaire
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
CALIBER WEALTH ADVISORY | CALIBER WEALTH ADVISORY, LLC
Contact Information
Main Address
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609Mailing Address
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609Phone Number
(813) 819-3400# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
59AUM (Assets Under Management)
$24,144,175Similar 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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State Registrations and Notice Filings
(10/15/2025)
(10/4/2017)
(12/5/2022)
(6/6/2024)
(7/13/2022)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2008About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2007About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ronald Thomas Leclaire JR's CRS (Customer Relationship Summary).
Services Offered by Ronald
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Financial Planning
- Retirement Planning
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