Steven Edwin Leclair

Current Employers

Employment History

• 06/2003 → 10/2019
  Ubs Financial Services Inc.
  Gahanna, OH
• 10/2019 → 10/2024
  Raymond James & Associates, Inc.
  Upper Arlington, OH
• 03/2021 → 10/2024
  Raymond James & Associates, Inc.
  Miami, FL
• 05/2024 → Present
  Leclair Wealth Partners, Llc
  Miami, FL
• 11/2024 → Present
  Leclair Capital Partners, Llc
  Miami, FL
• 11/2024 → Present
  Leclair Holdco Llc
  Miami, FL
• 12/2024 → Present
  Gt Securities, Inc.
  Los Angeles, CA

Previous Registrations

• 2019-10-29 → 2024-11-04
  Raymond James & Associates, Inc.
  Miami, FL
  Miami, FL
  Dublin, OH
  Miami, FL
• 2003-07-14 → 2019-11-07
  Ubs Financial Services Inc.
  Gahanna, OH
  Gahanna, OH
  New Albany, OH
  Columbus, OH
  Palo Alto, CA
  Columbus, OH

Other Businesses

CEO of HoldCo LLC, a holding company for personal investments located at 2020 N Bayshore Drive #2204. Responsible for overseeing portfolio companies, including being 100% owner of Wealth Partners, LLC, and 20% owner of Capital Partners, LLC. Devotes approximately 40 hours per month to this activity, all during securities trading hours. Activity commenced November 1, 2024. Non-investment related activity. CEO of Wealth Partners LLC, an SEC registered wealth management firm located at 6515 Longshore Loop STE 100, Dublin, OH 43017. Serves as CEO and owner, with responsibilities including overall management and operation of the firm. Devotes approximately 120 hours per month to this activity, all during securities trading hours. Activity commenced November 1, 2024. Investment related activity. Owner LeClair Partners, 2020 N Bayshore Drive #2204, handles administrative duties for LWP and LCP, approximately 30 month all during trading hours, activity commenced 7/2026, not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-01

Designations