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Bethany Leclair

Cerity Partners LLC

New York, NY

Saint Petersburg, FL

CRD 7244994

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-04
  • FL RA
    APPROVED
    Since 2024-11-04

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Saint Petersburg, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliance Financial Group Fort Myers FL 01/2020 05/2021
Nike, Inc. Fort Myers FL 02/2017 11/2019
Full-Time Education Fort Myers FL 02/2014 12/2020
Charles Schwab & Co., Inc. Tampa FL 05/2021 03/2022
Aj Wealth New York NY 03/2022 07/2023
Cerity Partners Llc New York NY 07/2023 Present
  • 01/2020 → 05/2021
    Alliance Financial Group
    Fort Myers, FL
  • 02/2017 → 11/2019
    Nike, Inc.
    Fort Myers, FL
  • 02/2014 → 12/2020
    Full-Time Education
    Fort Myers, FL
  • 05/2021 → 03/2022
    Charles Schwab & Co., Inc.
    Tampa, FL
  • 03/2022 → 07/2023
    Aj Wealth
    New York, NY
  • 07/2023 → Present
    Cerity Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-31
  • S65 Uniform Investment Adviser Law Examination
    2024-10-31

View on SEC IAPD

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