Gary
Latorrey

Lesko Securities Inc

CRD#1524125
Investment Advisor
in Vestal, NY

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About this Advisor

Gary Latorrey is a financial advisor based out of Vestal, New York with a total of 2 years of industry experience. Latorrey currently works for Lesko Securities Inc. Latorrey has gained experience at Lesko Securities Inc. Latorrey has a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in New York. Lesko Securities Inc is a financial advisory company headquartered in Vestal, NY. It has $332 million in assets between its 1,625 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 1,625 accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. Lesko Securities Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely vary depending on which service is provided. However, fees billed by Lesko Securities Inc most likely include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

400 Plaza Dr Suite A
Vestal, NY 13850

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Lesko Securities Inc Brokerage Details

Total Assets Under Management

$331,528,367

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

1,625

NY Average: 3,892
Average Account Size

$204,017

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Gary Latorrey Work History

Gary has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Lesko Securities Inc

1998 - Present (26 years)

Lesko Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Latorrey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lesko Securities, Inc

Nikola Lalovic
Vestal, NY
Lindsay Spauster
Vestal, NY
Barak Steika
Vestal, NY
Richard Pichura
Vestal, NY
Laurie Kany
Binghamton, NY
William Hampton
Vestal, NY
Gregory Lesko
Vestal, NY
Karen Stebbins
Vestal, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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