DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Richard Leclerc

Cmh Wealth Management, LLCindependent RIAPortsmouth, NhIA-onlyIAPD 6951984

Certified Financial Planner

Feed of 09/14/2026

Also filed as Michael Richard Leclerc

At current firm

0 y

since Dec 16, 2025

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cmh Wealth Management, LLC independent RIA current
since Dec 16, 2025 · Portsmouth, Nh
Scs Capital Management LLC independent RIA
Mar 3, 2025 to Aug 27, 2025 · Boston, Ma
Lake Street Advisors former
Apr 26, 2023 to Mar 11, 2025 · Portsmouth, Nh
Fidelity Personal And Workplace Advisors former
Dec 11, 2019 to Apr 11, 2023 · Merrimack, Nh

Moves

a registration end followed by a registration begin elsewhere

Scs Capital Management LLC to Cmh Wealth Management, LLC
left Aug 27, 2025, registered Dec 16, 2025 (111 days) · RIA to RIA
Lake Street Advisors to Scs Capital Management LLC
left Mar 11, 2025, registered Mar 3, 2025 (-8 days) · RIA to RIA · moved with a team
Fidelity Personal And Workplace Advisors to Lake Street Advisors
left Apr 11, 2023, registered Apr 26, 2023 (15 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Michael Richard Leclerc left Scs Capital Management Llc for Cmh Wealth Management, Llc (registered 2025-12-16)
Aug 27, 2025 · Advisor changed firm · fact
Michael Richard Leclerc left Lake Street Advisors for Scs Capital Management Llc (registered 2025-03-03)
Mar 11, 2025 · Advisor changed firm · fact
Michael Richard Leclerc left Fidelity Personal And Workplace Advisors for Lake Street Advisors (registered 2023-04-26)
Apr 11, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address