J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
23yrs
Steven Leclair
Full name on record: Steven Edwin Leclair
Financial advisor at Leclair Wealth Partners
Steven Leclair has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Miami, Florida. After five years at Raymond James & Associates and 16 years at UBS Financial Services, Steven joined Leclair Wealth Partners in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Steven holds the CFP® designation.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 20% by experience in Miami
OfficeMiami, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.39 million
Advisors at the firm4
States licensed ?1 state
Services through Leclair Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowLeclair Wealth PartnersCurrent firm
- 2019 – 2024Raymond James & Associates, Inc.Previously
- 2003 – 2019UBS Financial Services Inc.Previously
Contact Steven
(888) 277-5704Firm headquarters in Dublin, OH. Ask for Steven. Miami, FLOffice · Get directions Firm websiteleclairwealthpartners.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Leclair Wealth Partners at (888) 277-5704 and ask for Steven Leclair. Steven works from the Miami, FL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2003, about 23 years. Top 20% by experience in Miami.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Leclair Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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