Ronald T. Leclaire

CALIBER WEALTH ADVISORY

Tampa, FL 33609

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CRD#: 5085947

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.

Biography

Our memberships include NAPFA, the XY Planning Network, the Financial Planning Association, and the CFP Board of Standards.

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Insurance Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Ronald Thomas Le Claire Jr | Ronald Thomas Leclaire | Tom Leclaire | Tommy Leclaire

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.

(1) FLORIDA ARMY NATIONAL GUARD, NOT INVESTMENT RELATED, HOMESTEAD, SENIOR HUMAN RESOURCES OFFICER, START 08/01/2016. LEAD/MANAGE GROUP OF 131 SOLDIERS IN OFFENSIVE AND DEFENSIVE MILITARY OPERATIONS, HOURS VARIES, ONE WEEKEND A MONTH AND TWO/THREE FULL WEEKS EACH SUMMER; TRAINING IS NOT CONDUCTED DURING TRADING HOURS; SUMMER TRAINING IS 2 OR 3 WEEKS OF FULL TIME SERVICE/TRAINING IS CONDUCTED DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Thomas Leclaire JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

October 4, 2017 - Present

CALIBER WEALTH ADVISORY

Office #1: 4830 W Kennedy Blvd Suite 600, Tampa, FL 33609

RIA

CRD#: 289319

Tampa, FL

Past

January 4, 2017 - March 31, 2017

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

Tampa, FL

Past

February 22, 2007 - December 6, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TAMPA, FL

Past

February 21, 2007 - December 6, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

TAMPA, FL

Past

June 9, 2006 - January 24, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ORLANDO, FL

Past

June 8, 2006 - January 24, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ORLANDO, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(10/15/2025)

IAR

Florida
(10/4/2017)

IAR

Georgia
(12/5/2022)

IAR

Oklahoma
(6/6/2024)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 5/26/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/21/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 11/15/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

CALIBER WEALTH ADVISORY

CALIBER WEALTH ADVISORY | CALIBER WEALTH ADVISORY, LLC

CRD#: 289319 / SEC#:

Florida

Registered Investment Advisory firm - (10/4/2017 Approved)

Georgia

Registered Investment Advisory firm - (12/5/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (6/6/2024 Approved)

Texas

Registered Investment Advisory firm - (7/12/2022 Conditional Restricted)

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Contact information

Main Address

4830 W Kennedy Blvd Suite 600, Tampa, FL 33609

Mailing Address

4830 W Kennedy Blvd Suite 600, Tampa, FL 33609

Phone number

(813) 819-3400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 20,906,941

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Ronald T. Leclaire

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Thomas Leclaire JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMARDA WEALTH ADVISORY GROUP

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2006

SIE

Date: 12/6/2016

Series 7

Date: 6/7/2006

Series 10

Date: 4/21/2008

Series 9

Date: 11/15/2007

Current Firm

CALIBER WEALTH ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CALIBER WEALTH ADVISORY

TRUST BUT VERIFY

Contact information

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