Advisors at this firm
Gregory L
Series 66
Vestal, NY
Lesko Securities Inc.
Gregory Lesko is a Series 66-licensed financial advisor with 31 years of industry experience. He has been with Lesko Securities Inc. since 2002 and currently operates out of Vestal, NY. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets, employs a range of analytical methods, and operates on a non-discretionary basis with individualized Investment Policy Statements for each client.
Lindsay S
Series 66
Vestal, NY
Lesko Securities Inc.
Lindsay Spauster is a financial advisor at Lesko Securities Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Ross Stores and Toys R Us. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a variety of analytical methods and operates on a non-discretionary basis with individualized Investment Policy Statements for each client.
Richard P
CFP®, Series 66
Vestal, NY
Lesko Securities Inc.
Richard Pichura is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Lesko Securities Inc. since 2008. He holds a Series 66 designation and is based in Vestal, NY. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a range of analytical methods and invests primarily in mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities through both long- and short-term strategies.
Jackson L
Series 66
Vestal, NY
Lesko Securities Inc.
Jackson Lesko is a financial advisor with Lesko Securities Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles outside of finance, such as at Waterman Broadcasting and Cake Monkey Bakery. Lesko Securities Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets, employs a range of analytical methods, and operates on a non-discretionary basis with a focus on individualized Investment Policy Statements.
Nikola L
Series 66
Vestal, NY
Lesko Securities Inc.
Nikola Lalovic is a financial advisor at Lesko Securities Inc. with five years of industry experience. He holds the Series 66 designation and has been with Lesko Securities since 2016. Outside of his advisory role, Lalovic serves as Chief Operating Officer of Critical Consults, a telemedicine company providing specialist veterinary consultations, where he owns a 25% stake. Lesko Securities, Inc. offers portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets and uses a broad mix of analytical methods while operating on a non-discretionary basis.
Richard B
Series 66
Vestal, NY
Lesko Securities Inc.
Richard Barber is a financial advisor with Lesko Securities Inc. in Vestal, NY, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Visions Analysis LLC, Visions Federal Credit Union, and LPL Financial LLC. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets, operating on a non-discretionary basis with a broad analytical investment approach across mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities.
Stephen S
Series 63, Series 65
Vestal, NY
Lesko Securities Inc.
Stephen Smith is a financial advisor at Lesko Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lesko Securities since 2002, following several years at Prudential Securities Incorporated. Lesko Securities Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a range of analytical methods and invests in mutual funds, fixed income, equities, ETFs, and other securities on a non-discretionary basis.
William H
Series 66
Vestal, NY
Lesko Securities Inc.
William Hampton is a financial advisor at Lesko Securities Inc. in Vestal, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Lesko Securities since 2005. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets, employs a range of analytical methods, and operates on a non-discretionary basis with documented Investment Policy Statements for each client.
Barak S
CFP®, Series 66
Vestal, NY
Lesko Securities Inc.
Barak Steika is a CFP® professional with Series 66 credentials, affiliated with Lesko Securities Inc. He has four years of industry experience, all with Lesko Securities. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a variety of analytical methods and invests across multiple asset classes, operating on a non-discretionary basis with individualized Investment Policy Statements for each client.
Robert H
Series 63, Series 65
Vestal, NY
Lesko Securities Inc.
Robert Hartung is a financial advisor at Lesko Securities Inc. in Vestal, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Lesko Securities since 1998. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm employs a range of analytical methods and invests in various asset classes while operating on a non-discretionary basis and managing all assets internally.
Mark M
Series 66
Vestal, NY
Lesko Securities Inc.
Mark Meier Jr. is a financial advisor at Lesko Securities Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and AxA Advisors. Outside of his advisory role, he is a 50% owner of Meier Property LLC, which manages a commercial property used as a detached office. Lesko Securities Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a variety of analytical methods and operates on a non-discretionary basis with a focus on customized Investment Policy Statements.
Karen S
Series 63
Vestal, NY
Lesko Securities Inc.
Karen Stebbins is a financial advisor with Lesko Securities Inc. in Vestal, NY, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Lesko Securities since 2001. Outside of her advisory role, she has non-investment-related real estate holdings. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a non-discretionary approach and a diverse range of analytical methods, investing primarily in mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities.