Jeffrey
Leclair

Alliancebernstein L.P

CRD#4301589
Investment Advisor
in Boston, MA

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About this Advisor

Jeffrey Leclair is a financial advisor based in Boston, Massachusetts, working with Alliancebernstein L.P. Jeffrey has previously held positions at Foreside Fund Services, LLC, Rafferty Asset Management, LLC, Rafferty Capital Markets, LLC, Hub Strategic Partners, and Bernstein Private Wealth. Jeffrey has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Jeffrey is part of Alliancebernstein L.P, which operates out of Boston, Massachusetts. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

53 State Street, Suite 3801
Boston, MA 02109

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

MA Average: $730,596,643
Total Number of Employees

4,565

MA Average: 15
Total Number of Accounts

62,140

MA Average: 968
Average Account Size

$10,484,100

MA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jeffrey Leclair Work History

2023 - Present (1 year)

Bernstein Private Wealth

2022 - 2022 (< 1 year)

Foreside Fund Services, LLC

2022 - 2023 (1 year)

Hub Strategic Partners

2017 - 2022 (5 years)

Rafferty Capital Markets, LLC

2013 - 2017 (4 years)

Foreside Fund Services, LLC

2006 - 2022 (16 years)

Rafferty Asset Management, LLC

Disclosures

Please visit the SEC profile of Jeffrey Leclair to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliancebernstein L.P

Elizabeth Wolf
Stamford, CT
Steven Summerhays
Los Angeles, CA
Sophie Mekjian
Los Angeles, CA
Matthew Mclaughlin
Chicago, IL
Tanya Slipsager
New York, NY
Rachel Schneider
Seattle, WA
Jacqueline Dylewski
Nashville, TN
Robert Dibenedetto
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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