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Lesko Securities Inc.

Lesko Securities Inc.. CRD 10091

Lesko Securities Inc. logo

CRD: 10091

Lesko Securities Inc.

Vestal, NY, 13850
6077242421
leskofinancial.com
$728.5M Total AUM
$0 Disc. AUM
30.0% 3Y CAGR
22 Employees
1,171 ADV. Clients
44 yrs Firm Age

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Firm Details

Custodian
American Funds · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
VectorAtlas radial +more
Established Date
01-12-1982
Office Locations
1

Office Locations

400 Plaza DR Suite A Vestal NY

About Lesko Securities Inc.

Lesko Securities Inc. is an independent, full-service wealth management firm serving retail and institutional clients. Advisors lead with a listen-first process and tailor financial planning, portfolio construction, and insurance/retirement solutions, using ETFs, mutual funds, and fixed income where appropriate. Offers a free initial consultation and flexible pricing options; custody relationships include Schwab and Fidelity.

Team overview

49 AVG AGE
$60.7M AVG AUM / ADVISOR
$622.1K AVG AUM / CLIENT
6.5 yrs AVG TENURE
22 Employees
12 Advisory Reps
12 RIA Reps
44yrs Firm Age

Insights

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Asset Classes

Wave Timber vital Meridian

Custodian

Focus focus Summit summit Meridian ridge

Investment Themes

Radial Ridge value

Investment Vehicles

Timber peak Pioneer

Services

Eagle Alpha Element Horizon harbor Frontier crest Frontier signal Insight Unison Harbor beacon Bridge

Technology

Radial vertex Glacier North vector Focus

Owner & Executives

WILLIAM CHARLES HAMPTON

WILLIAM CHARLES HAMPTON

Financial Advisor, TREASURER

CRD
#1823025
Ownership
Less than 5%
(786) 717-5814
ember.alpha@optimacapital.com
in linkedin.com/in/catalyst-horizon
ROBERT SCOTT HARTUNG

ROBERT SCOTT HARTUNG

Senior Financial Advisor, VICE PRESIDENT

CRD
#1295142
Ownership
Less than 5%
(794) 824-8994
peak.timber@unisoncapital.com
in linkedin.com/in/momentum-frontier
E

Element prime

Momentum bridge delta

CRD
#12863
Ownership
26.2%
(528) 558-8167
optima.signal@optimacapital.com
in linkedin.com/in/vertex-peak

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Contacts

RICHARD J BARBER

RICHARD J BARBER

Financial Advisor, General Partner

CRD
#4286870
(523) 641-4884
glacier.eagle@northcapital.com
in linkedin.com/in/prime-unison
Mia Ann Hartung

Mia Ann Hartung

Wealth Management Advisor

CRD
#8172190
(601) 512-1056
bridge.eagle@glaciercapital.com
in linkedin.com/in/frontier-fusion
I

Insight oak

Delta summit

CRD
#45082
(641) 735-6536
fusion.summit@signalcapital.com
in linkedin.com/in/focus-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-21-2022
03-08-2023
07-08-2024
05-07-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $728,519,170 $286,030
Total $728,519,170 $286,030

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Separately Managed Accounts

Total SMA Asset: $728,519,170

$728.5M Total SMA
Public Funds:
29.7%
Equity - Exchange:
10.8%
Cash:
34.9%
Municipal Bonds:
24.6%
Asset class Assets Assets %
Public Funds $914,695,480 29.7%
Equity - Exchange $332,616,538 10.8%
Cash $1,074,844,184 34.9%
Municipal Bonds $757,626,559 24.6%
Total $3,079,782,761 100.0%

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