Steven Edwin Leclair
Investment Adviser Representative at Leclair Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Edwin Leclair is an investment adviser representative with Leclair Wealth Partners in Miami, FL, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Raymond James & Associates, Inc. and UBS Financial Services Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida, Ohio, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Ohio, Texas
- Broker:
2 states and territories
California, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UBS Financial Services Inc.Jun 2003 – Oct 2019Gahanna, OH
- Raymond James & Associates, Inc.Oct 2019 – Oct 2024Upper Arlington, OH
- Raymond James & Associates, Inc.Mar 2021 – Oct 2024Miami, FL
- LeClair Wealth Partners, LLCMay 2024 – no end date reportedMiami, FL
- LeClair Capital Partners, LLCNov 2024 – no end date reportedMiami, FL
- LeClair HoldCo LLCNov 2024 – no end date reportedMiami, FL
- GT Securities, Inc.Dec 2024 – no end date reportedLos Angeles, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Leclair Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement and income planning (Social Security timing, pension decisions, IRA/401(k) rollovers, Roth conversions, RMDs), tax-smart strategies (asset location, tax-loss harvesting, charitable giving, lifetime tax reduction), estate and family protection (beneficiaries, wills and trusts coordination, survivorship planning, long-term care, insurance reviews), equity compensation guidance (ISOs, NSOs, RSUs, ESPPs, AMT planning), education and multigenerational planning (529 funding, gifting strategies), and evidence-based investment management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Dublin, OH
- SEC file number:
- 801-131227
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at Leclair Wealth Partners
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Edwin Leclair has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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