Michael Richard Leclerc

Employer firm

Cmh Wealth Management, LLC CRD 150138

$813M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2019-12-10
• S63 Uniform Securities Agent State Law Examination
  2018-07-30

Designations

• Certified Financial Planner

Other Names

• Michael Richard Leclerc
• Michael Leclerc