Michael Leclair
Michael Leclair is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Madison, CT, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
64 Wall Street, Suite 100, Madison, CT, 06443
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Fis Securities, INC.Broker
Mds Securities IncorporatedBroker
440 Financial Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Associated Financial Group, LTD.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.