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LESKO SECURITIES, INC.
CRD 10091File 801-110085
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$728.5M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $728.5M
Clients
1,171
2,547 accounts
Employees
22
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 20, 2017
- Principal office
- 400 PLAZA DRIVE, STE A, VESTAL, NY, 13850
- Phone
- 607-724-2421
- Website
- HTTP://LESKOFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $728.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $728.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,547
- Total accounts
- 2,547
- AUM per client
- $622K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $19.8M |
| High net worth individuals | 166 | $373.9M |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 1,000 | $333.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2026 | Clients | 1,084 | 1,171 | increased by87 |
| Apr 1, 2026 | AUM | $597,142,817 | $728,519,170 | increased by$131,376,353 |
| Apr 1, 2026 | Accounts | 2,313 | 2,547 | increased by234 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 861 | 1,084 | increased by223 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $333,145,019 | $597,142,817 | increased by$263,997,798 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,405 | 2,313 | increased by908 |
| Aug 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Employees | 23 | 20 | decreased by3 |
| Apr 1, 2022 | Clients | 528 | 861 | increased by333 |
| Apr 1, 2022 | AUM | $254,034,631 | $333,145,019 | increased by$79,110,388 |
| Apr 1, 2022 | Accounts | 1,081 | 1,405 | increased by324 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LESKO SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LESKO SECURITIES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.