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Daniel Gilbert Lescoezec

HICKORY ASSET MANAGEMENT, INC.·CONCORD, Ohio
Series 6, Series 7, Series 63, Series 6526 years registeredHICKORY ASSET MANAGEMENT, INC.
9930 JOHNNYCAKE RIDGE ROAD, CONCORD, OH 44060CRD# 1858011Firm CRD# 167955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Gilbert Lescoezec · CONCORD, OH
Registration
CRD #1858011 · HICKORY ASSET MANAGEMENT, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: HICKORY ASSET MANAGEMENT, INC.
RITTER DANIHER FINANCIAL ADVISORY LLC
Sep 2025 – Jul 2026
Concord, OH
HICKORY ASSET MANAGEMENT, INC.
Nov 2013 – Oct 2025
CONCORD, OH
L.M. KOHN & COMPANY
Apr 2005 – Nov 2013
CONCORD, OH
VALMARK ADVISERS, INC.
Aug 2002 – Nov 2002
CONCORD, OH
VALMARK ADVISERS, INC.
Feb 2000 – Apr 2005
CONCORD, OH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 24, 2000
Years registered · 26
03

Disclosure History

2004Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
HICKORY ASSET MANAGEMENT, INC.
CRD 167955 · SEC 801-78647
AUM
$225M
Regulatory assets under management
Employees
3
782 client accounts
Services offered by HICKORY ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HICKORY ASSET MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Daniel Gilbert Lescoezec offer?
Daniel Gilbert Lescoezec specializes in Financial Planning, Investment Management.
What are Daniel Gilbert Lescoezec's credentials?
Daniel Gilbert Lescoezec is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Gilbert Lescoezec located?
Daniel Gilbert Lescoezec is based in CONCORD, Ohio, last registered with HICKORY ASSET MANAGEMENT, INC..
How does Daniel Gilbert Lescoezec charge for services?
Daniel Gilbert Lescoezec's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HICKORY ASSET MANAGEMENT, INC.?
HICKORY ASSET MANAGEMENT, INC. has approximately 3 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HICKORY ASSET MANAGEMENT, INC.

James Lynn Poer
CONCORD, OH
Ryan Robert Robaugh
CONCORD, OH

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