Lesko Securities, Inc. logo

Lesko Securities, Inc.

Updated today

Client assets under management

$707,003,292

Clients

1,166

14% high-net-worth

Advisors

12

of 22 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

97

High

Average account size

$606,349

About

Lesko Securities, Inc. provides portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charities, and corporate clients. The 12‑advisor firm manages about $728.5 million for roughly 1,166 clients and offers ongoing advisory services that include Investment Policy Statements, wrap‑fee program management, and advisory share class access for a college 529 program.

The firm uses a mix of analytical approaches — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and employs both long‑ and short‑term trading strategies while documenting client risk tolerances in written Investment Policy Statements. Historically LSI’s assets have been managed on a non‑discretionary basis (the brochure reports $0 discretionary and $728,519,170 non‑discretionary as of Dec 31, 2025), though the firm recently added an option for discretionary management and conducts periodic reviews with quarterly reporting via custodians.

Lesko’s structure is unusual for a multi‑team adviser in that it remains registered as a broker‑dealer (originating as a broker‑dealer in 1980 and registering as an investment adviser in 1989) and its supervised persons also act as registered broker‑dealer representatives and licensed insurance agents, accepting commissions for certain product sales (a conflict the firm discloses and documents). The firm also participates in Charles Schwab’s institutional program and may receive research and other custodial benefits, and it does not aggregate block trades for multiple clients, which the brochure notes can affect execution prices.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.80% annually $2,000,000 - $2,499,999: 0.70% annually $2,500,000 - $2,999,999: 0.60% annually $3,000,000 - $3,499,999: 0.55% annually $3,500,000+: 0.50% annually

Project-based

$120 to $400 per hour

Other

Account minimum: $25,000

Main office location

Lesko Securities, Inc.

400 Plaza Drive, Ste A

Vestal NY 13850, United States

Number of offices

1

Most active in

California · Florida · Georgia · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
user avatar

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.

College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")