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Robert M
Series 65, Series 66
New York, NY
LeClair Wealth Partners
Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 65 and Series 66 credentials. He has worked in the financial services industry since 2016, with experience at multiple firms including GT Securities, Inc. and LeClair Capital Partners, LLC. LeClair Wealth Partners manages over $360 million in client assets and offers personalized financial planning along with discretionary and non-discretionary investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm’s investment approach is client-centered, primarily based on fundamental analysis and third-party research, with portfolios typically oriented toward long-term holdings but flexible to include a wide range of investment vehicles and strategies.
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