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Charles Jr Lesko

LESKO SECURITIES, INC.·VESTAL, New York
Unclaimed Profile
400 PLAZA DRIVE, VESTAL, NY 13850CRD# 307236Firm CRD# 10091
01

About

Charles Jr Lesko is a registered financial advisor based in VESTAL, New York, affiliated with LESKO SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LESKO SECURITIES, INC.
LESKO SECURITIES, INC.
AUM
$474M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LESKO SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 307236
Firm CRD# 10091
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Jr Lesko offer?
Charles Jr Lesko specializes in Financial Planning, Investment Management. Contact their office in VESTAL, New York for a consultation.
What are Charles Jr Lesko's credentials?
Charles Jr Lesko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Jr Lesko located?
Charles Jr Lesko is based in VESTAL, New York, working with LESKO SECURITIES, INC.. Their office serves clients in the VESTAL metropolitan area and surrounding communities.
How does Charles Jr Lesko charge for services?
Charles Jr Lesko's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LESKO SECURITIES, INC.?
LESKO SECURITIES, INC. has approximately 20 employees and manages $474M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VESTAL
Robert Scott Hartung — LESKO SECURITIES, INC.Karen Marie Stebbins — LESKO SECURITIES, INC.Gregory Stephen Lesko — LESKO SECURITIES, INC.David James Mcclintock — LESKO SECURITIES, INC.William Charles Hampton — LESKO SECURITIES, INC.
Nearby cities in New York
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