Michael Leclerc has been an investment adviser representative at CMH Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners. Michael Leclerc holds a BA from the University of New Hampshire.
CMH Wealth Management, LLC is a Portsmouth, NH firm with $813M under management, 326 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Michael LeClerc is Wealth Manager of CMH Wealth Management, which he joined in 2025. Before joining, he was Senior Client Advisor at SCS Financial (formerly Lake Street Advisors), and he previously worked at Fidelity Investments, where he supported clients with financial planning, investment services and tailored advisory solutions.
Michael Leclerc’s longest registration was 3 years at Fidelity Personal and Workplace Advisors (2019–2023). Before joining CMH Wealth Management in 2025, Michael Leclerc was registered through SCS Capital Management LLC and Lake Street Advisors.
- CMH Wealth Management, LLCCurrent– present · under a yearPortsmouth, NH · Adviser representative · Firm CRD 150138
- SCS Capital Management LLC– · under a yearPortsmouth, NH · Adviser representative · Firm CRD 122258
- Lake Street Advisors– · 1 yearPortsmouth, NH · Adviser representative · Firm CRD 288300
- Fidelity Personal and Workplace Advisors– · 3 yearsMerrimack, NH · Adviser representative · Firm CRD 288590
Professional designations
Listed by CMH Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Leclerc is registered as an investment adviser representative in New Hampshire, since December 2025.
- New HampshireSince 16 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 July 2018 |
| Series 7 | General Securities Representative Examination | 9 July 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Richard Leclerc
- CRD
- 6951984
- Firm
- CMH Wealth Management · CRD 150138
- Office
- 100 MARKET STREET, SUITE 201, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmhwealth.com
Where does Michael Leclerc work?
Michael Leclerc is an investment adviser representative registered through CMH Wealth Management, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Leclerc a financial advisor?
Yes. Michael Leclerc has a current investment-adviser registration in New Hampshire, through CMH Wealth Management since December 2025.
How many years of experience does Michael Leclerc have?
Michael Leclerc has 7 years in the financial industry, since November 2018, across 4 adviser firms.
What exams has Michael Leclerc passed?
Michael Leclerc has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2018. FINRA credited Michael Leclerc with the SIE, which began in October 2018.
Where did Michael Leclerc work before CMH Wealth Management?
Before CMH Wealth Management, Michael Leclerc was registered through SCS Capital Management LLC, March 2025 to August 2025; Lake Street Advisors, April 2023 to March 2025; Fidelity Personal and Workplace Advisors, December 2019 to April 2023.
Where is Michael Leclerc based?
Michael Leclerc’s registered office is in Portsmouth, NH.
Is Michael Leclerc registered with FINRA?
No. Michael Leclerc has no current broker registration.
Is Michael Leclerc a CFP?
CMH Wealth Management lists Michael Leclerc with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Leclerc’s record?
Search CRD 6951984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Leclerc’s full registration record.