LESKO SECURITIES, INC.

Overview

Lesko Securities, Inc. operates as a broker-dealer and insurance broker that combines brokerage access with advisory services for individuals, families and select institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business model blends commissionable product access with fee arrangements — the firm charges a percentage of assets under management for advisory relationships and uses hourly billing for some planning or consulting work. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, while the firm supplements those exposures with third‑party alternative managers in areas such as real estate, commodities and oil & gas. Lesko Securities is not an active ESG investor and does not present itself as a capital allocator; rather, it sources and places client assets with external managers and product providers. Custody is centralized at Charles Schwab & Co., Inc., which holds the firm’s reported assets.

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Location & Offices