Martin "Marty" Leclerc
| Other Names: | Martin Gerard Leclerc, Marty Leclerc |
|---|---|
| Firm: | Donnelly Steen & Company |
| DBA: |
Barrack Yard Advisors, llc. |
| Advisor Location: | Bryn Mawr, PA |
| Firm Primary Clients: | Individuals |
| Additional Firm: | Coastal Equities, Inc. |
| Type: | Dual Registration |
Description
Marty Leclerc is a Registered Investment Advisor at Donnelly Steen & Co, but does business as Barrack Yard Advisors, llc. He is a Registered Representative with Coastal Equities, Inc. Member FINRA/SIPC.
We are based on the Main Line of Philadelphia, Pennsylvania in the town of Bryn Mawr. Though our clients are based
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BrightScope Advisor Metrics
Answers and Guides
Level 8
Level 8 Contributor
22 Answers and 19 Financial Guides
Top Answers
Answered Jan 18, 2012
near Bryn Mawr, PA
Standard deviation describes price movement volatility and it's one measure of risk. We don't find the concept particularly helpful in thinking about risk, however, because volatility and risk are not the same.
Volatility is the price you pay for liquidity.
...(more)
Answered Feb 22, 2012
near Bryn Mawr, PA
Price-earnings ratios are an important part of our "rule-of-thumb" valuation assessment. Equally, we look at the price-to-free-cash-flow ratio because dividends, share buybacks, debt reduction and investment are made from cash flow.
How do we employ
...(more)
Answered May 03, 2012
near Bryn Mawr, PA
The concept of having a correct allocation to International is not the way we look at the world. And we consider ourselves global investors!
As indicated above, something like two-thirds of the stock market opportunities in the world are outside the
...(more)
Top Guides
Things that Intrigue US -- April 2012
Published May 01, 2012
THINGS THAT INTRIGUE US: NATURAL GAS PRICES Natural gas prices in the United States are below $2 per million BTU for the first time in over a decade, down 87% from peak prices set in
...(more)
Why we think we're not wrong about bonds
Published May 01, 2012
Could there be a scenario where we’d be wrong about interest rates? Possibly, but only if consumer prices were to fall for an extended period, like in the 19th Century. But we dismiss this as
...(more)
Commentary April 2012
Published May 01, 2012
Debtors are the new prodigal sons Savers are continuing to subsidize debtors via a policy of negative “real” interest rates. While some in the media focus on supposed class warfare, a true transfer of wealth
...(more)
*Answers and guides are provided without compensation.
Advisor Information
Firm Client Types
| Individuals | |
| High Net Worth Individuals | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses | |
| Charitable Organizations |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer | Years | Dates |
|---|---|---|
| Donnelly Steen & Company | 8 months | Oct 2011 - Present |
| Coastal Equities, Inc. | 12 months | Jun 2011 - Present |
| Deutsche Bank Securities Inc. | 3 years, 8 months | May 2006 - Jan 2010 |
| Banc of America Investment Services, Inc. | 3 years | May 2003 - May 2006 |
| Morgan Stanley & Co Inc | 3 years | May 2000 - May 2003 |
| Dean Witter Reynolds Inc. | 3 years, 2 months | Mar 2000 - May 2003 |
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 10/11/2011, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
|
|
|---|---|---|
| License Status |
Registered
|
Registered
|
| Disclosures |
1 Customer Dispute |
1 Customer Dispute |
| As of Date |
10/11/2011
|
10/11/2011
|
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam | Series | Passed Date |
|---|---|---|
| Uniform Investment Adviser Law Examination | Series 65 | 02/07/2003 |
| Foreign Currency Options Examination | Series 15 | 08/20/1986 |
| National Commodity Futures Examination | Series 3 | 04/02/1985 |
| General Securities Sales Supervisor Examination (Options Module & GeneralModule) | Series 8 | 05/18/1984 |
| Interest Rate Options Examination | Series 5 | 12/11/1982 |
| Uniform Securities Agent State Law Examination | Series 63 | 08/10/1979 |
| General Securities Representative Examination | Series 7 | 07/21/1979 |
Advisor Compensation Arrangements
