# Lesko Securities

Lesko Securities is a Bank / Wealth / Trust based in Vestal, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vestal, United States
- **Region:** North America
- **Address:** Vestal, NY, United States
- **Founded:** 1980
- **Assets under management:** Undisclosed
- **Website:** leskofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lesko-financial-services

## Regulatory record

- **CRD number:** 10091
- **SEC file number:** 801-110085
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/10091

## About

Lesko Securities was founded in 1980 and maintains its headquarters in Vestal, New York. The firm is structured as a registered investment advisor, a regulatory posture that imposes fiduciary duties distinct from broker-dealer models. Its client base spans individual retail investors, high-net-worth households, trusts, and business entities, reflecting a broad advisory practice rather than a narrow institutional focus. The firm's core offering integrates financial planning, retirement planning, and discretionary investment management. Its geographic deployment concentrates on New York's Southern Tier and adjacent Pennsylvania markets, serving a regional client base without satellite offices or national distribution. Lesko operates as a direct advisor rather than a fund sponsor — it does not market pooled investment vehicles, co-investment platforms, or alternative asset access programs that characterize larger family-office competitors. The firm's strategy relies on constructing individually managed portfolios and providing ongoing planning services, positioning it alongside Main Street wealth managers rather than institutional allocators. Lesko's scale and organizational structure remain opaque. The firm discloses no AUM, no team headcount, and no named investment principals in its public filings or web presence. This opacity is common among small independent RIAs that rely on personal relationships and local reputation rather than institutional marketing. Lesko maintains a single office in Vestal and lists no philanthropic affiliate, operating company, or adjacent vehicle that would indicate family-office architecture or multi-generational wealth stewardship. Lesko's structural differentiator lies in its longevity and regulatory posture: four decades of RIA operation from a fixed geography without diversifying into trust services, tax preparation, or private fund management. This narrow charter contrasts with the industry trend toward consolidating wealth management, banking, and alternative investments under one roof.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Is Lesko Securities a fiduciary?

As a registered investment advisor, Lesko Securities is subject to the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients. This means the firm must act in clients' best interests, disclose conflicts, and prioritize client welfare over its own compensation — a standard that distinguishes RIAs from broker-dealers operating under Reg BI.

## Related profiles

- [Lesing](https://altss.com/profile/lesing)
- [Lesley University Endowment](https://altss.com/profile/lesley-university-endowment)

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Last updated: 2026-08-11T02:43:31.692Z

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