Financial ADVSR advisor directory · SEC adviser records
Leclair Wealth Partners financial advisors
Every SEC-registered investment adviser representative at Leclair Wealth Partners, by the state and city of the office they work from.
4 registered advisors work at Leclair Wealth Partners, in 2 states and 2 cities; the most are in Dublin, OH (3). 2 list the CFP designation and 2 are also registered broker representatives.
Search every Leclair Wealth Partners advisor by name →Who joined and left Leclair Wealth Partners →Leclair Wealth Partners: assets, clients and custodians →
Cities with the most Leclair Wealth Partners advisors
Leclair Wealth Partners advisors by state
Questions
How many financial advisors does Leclair Wealth Partners have?
4 investment adviser representatives are registered with Leclair Wealth Partners, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 2 are also registered as broker representatives.
Where does Leclair Wealth Partners have the most advisors?
Dublin, OH, with 3 registered advisors, then New York, NY (1). By state, Ohio has the most, with 3.
How do I find a Leclair Wealth Partners financial advisor near me?
Pick your state below, then your city, to see every Leclair Wealth Partners advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Leclair Wealth Partners offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →