Bethany Leclair
Investment adviser representative at Cerity Partners LLC
12 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cerity Partners LLCJul 2023 to now
- Aj WealthMar 2022 to Jul 2023
- Charles Schwab & Co., Inc.May 2021 to Mar 2022
- Alliance Financial GroupJan 2020 to May 2021
- Nike, Inc.Feb 2017 to Nov 2019
- Full-time EducationFeb 2014 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7244994
- Firm CRD
- 151559