Merrill
46yrs
Top advisor by experience in Saint Petersburg
2yrs
Bethany LeClair
Financial advisor at Cerity Partners
Based in Saint Petersburg, Florida, Bethany LeClair is a fiduciary financial advisor with 2 years of industry experience. Bethany has been with Cerity Partners since 2024. Cerity Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeSaint Petersburg, FL
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2024 – nowCerity Partners LLCCurrent firm
Contact Bethany
(212) 850-4260Firm headquarters in New York, NY. Ask for Bethany. Saint Petersburg, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bethany
Tailored to Bethany’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Bethany
How do I contact Bethany?
Call Cerity Partners at (212) 850-4260 and ask for Bethany LeClair. Bethany works from the Saint Petersburg, FL office.
How long has Bethany been a financial advisor?
Bethany has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Bethany hold?
Series 65. Tap any license on this page to see what it allows.
Is Bethany a fiduciary?
Bethany is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bethany paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Bethany 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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