Leslie
Gosule

Aegis Capital Corp

CRD#4279606
Investment Advisor
in New York, NY

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About this Advisor

Leslie Gosule is a financial advisor based in New York, New York, working with Aegis Capital Corp. Leslie has previously held positions at Gosule, Butkus & Jesson, Northeastern University, Mainsail Advisors Services LLC, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services, Jesson, Oslin & Assoc, and Aegis Capital Corp. Leslie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Leslie is part of Aegis Capital Corp, which operates out of New York, New York. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1345 Avenue Of The Americas 27Th Floor
New York, NY 10105

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

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

257

NY Average: 88
Total Number of Accounts

2,479

NY Average: 3,892
Average Account Size

$517,181

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Leslie Gosule Work History

2023 - Present (1 year)

Aegis Capital Corp

1998 - Present (26 years)

Jesson, Oslin & Assoc

2019 - 2023 (4 years)

Avantax Investment Services, Inc

2019 - 2023 (4 years)

Avantax Advisory Services

2007 - 2019 (12 years)

1St Global Capital Corp

2007 - 2019 (12 years)

1St Global Advisors, Inc

2007 - 2023 (16 years)

Avantax Insurance Services, Inc

1998 - 2023 (25 years)

Gosule, Butkus & Jesson

1998 - 2023 (25 years)

Mainsail Advisors Services LLC

1972 - 2023 (51 years)

Northeastern Universtiy

Disclosures

Please visit the SEC profile of Leslie Gosule 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 Aegis Capital Corp

Charles Rosen
Northbrook, IL
Samuel Tenzer
Hillsdale, NJ
James Wright
New York, NY
Glenn Glazer
New York, NY
Matthew Gaer
New York, NY
Joseph Yi
Melville, NY
Zachary Nedell
Westport, CT
Andrew Brookman
Stamford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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