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LESKO SECURITIES, INC.

VESTAL, NY · CRD 10091 · IAPD ↗ · 607-724-2421

$728.5MRegulatory AUM
12Advisory reps
22Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — LESKO SECURITIES, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — LESKO SECURITIES, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — LESKO SECURITIES, INC. crossed $500M in regulatory AUM ($474.0M -> $597.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2024 — LESKO SECURITIES, INC. reported RAUM up 43% ($331.5M -> $474.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.