Unclaimed Profile

Charles Jr Lesko

LESKO SECURITIES, INC.·VESTAL, New York

SIE, Series 1, Series 7TO, Series 24, Series 26, Series 39, Series 40, Series 52TO, Series 53CFP9 years registeredLESKO SECURITIES, INC.

400 PLAZA DRIVE, VESTAL, NY 13850CRD# 307236Firm CRD# 10091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Jr Lesko · VESTAL, NY

Registration

CRD #307236 · LESKO SECURITIES, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LESKO SECURITIES, INC.

LESKO SECURITIES, INC.

Nov 2016 – Nov 2018

BINGHAMTON, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 26

Series 39

Series 40

Series 52TO

Series 53

Registration record

First registered · November 2, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

1992Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LESKO SECURITIES, INC.

CRD 10091 · SEC 801-110085

AUM

$474M

Regulatory assets under management

Employees

2,097 client accounts

Services offered by LESKO SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LESKO SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Jr Lesko offer?

Charles Jr Lesko specializes in Financial Planning, Investment Management.

What are Charles Jr Lesko's credentials?

Charles Jr Lesko holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Jr Lesko located?

Charles Jr Lesko is based in VESTAL, New York, last registered with LESKO SECURITIES, INC..

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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