Kathleen Florence Leclair

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 08/2022
  Td Private Client Wealth Llc
  Andover, MA
• 10/2012 → 08/2022
  Td Bank, N.A.
  Andover, MA
• 07/2024 → Present
  Osaic Institutions, Inc.
  Meriden, CT
• 09/2022 → Present
  Ledyard Bank
  Concord, NH

Previous Registrations

• 2013-07-12 → 2022-08-19
  Td Private Client Wealth Llc
  Andover, MA
  Andover, MA
  New York, NY
  Boston, MA
  Springfield, MA
  Manchester, NH

Exams

• S66 Uniform Combined State Law Examination
  2013-07-12

Other Names

• Kathy Leclair