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Michael Richard Leclerc

Cmh Wealth Management, LLC

Portsmouth, NH

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Current Employers
Cmh Wealth Management, Llc

100 Market Street Suite 201, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-12-16
  • NH RA
    APPROVED
    Since 2025-12-16

Branch Locations

100 Market Street Suite 201, Portsmouth, NH 03801 • 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
Fidelity Investments Portsmouth NH 03/2016 03/2023
Lake Street Advisors Portsmouth NH 03/2023 01/2025
Scs Financial Portsmouth NH 01/2025 08/2025
Unemployed Raymond NH 08/2025 12/2025
University Of New Hampshire Manchester NH 09/2014 06/2018
Cmh Wealth Management, Llc Portsmouth NH 12/2025 Present
  • 03/2016 → 03/2023
    Fidelity Investments
    Portsmouth, NH
  • 03/2023 → 01/2025
    Lake Street Advisors
    Portsmouth, NH
  • 01/2025 → 08/2025
    Scs Financial
    Portsmouth, NH
  • 08/2025 → 12/2025
    Unemployed
    Raymond, NH
  • 09/2014 → 06/2018
    University Of New Hampshire
    Manchester, NH
  • 12/2025 → Present
    Cmh Wealth Management, Llc
    Portsmouth, NH
Previous Registrations
  • 2025-03-03 → 2025-08-27
    Scs Capital Management Llc
    Portsmouth, NH
    Boston, MA
  • 2023-04-26 → 2025-03-11
    Lake Street Advisors
    Portsmouth, NH
  • 2019-12-11 → 2023-04-11
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-10
S63 Uniform Securities Agent State Law Examination 2018-07-30
  • S66 Uniform Combined State Law Examination
    2019-12-10
  • S63 Uniform Securities Agent State Law Examination
    2018-07-30
Designations
Other Names
  • Michael Richard Leclerc
  • Michael Leclerc

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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