Steven Leclair is a CFP-designated registered investment advisor, based in Dublin, OH, with 23 years of industry experience.
Location
6515 Longshore Loop, Suite 100, Dublin, OH, 43017
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Gt Securities, INC.Broker
December 2024 - Present · 1 yr 5 mos
Gt Securities, INC.
December 2024 - Present · 1 yr 5 mos
Leclair Wealth Partners
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Raymond James & Associates, INC.Broker
October 2019 - November 2024 · 5 yrs 1 mo
Raymond James & Associates, INC.
October 2019 - November 2024 · 5 yrs 1 mo
UBS Financial Services INC.
July 2003 - November 2019 · 16 yrs 4 mos
UBS Financial Services INC.Broker
July 2003 - November 2019 · 16 yrs 4 mos
MML Investors Services, INC.Broker
October 2002 - March 2003 · 5 mos
State Registrations4 states
CAFLOHTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.