Nikola
Lalovic

Lesko Securities Inc

CRD#6513315
Investment Advisor
in Vestal, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nikola Lalovic is a financial advisor based in Vestal, New York, working with Lesko Securities Inc. Nikola has previously held positions at Attleboro Wealth Management, Veterinary Referral And Emergency Center, University Of Scranton, and Lesko Securities Inc. Nikola has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Nikola is part of Lesko Securities Inc, which operates out of Vestal, New York. The firm has 20 employees and manages assets totaling $474.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lesko Securities Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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 Drive Ste A
Vestal, NY 13850

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lesko Securities Inc Brokerage Details

Total Assets Under Management

$474,015,396

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

20

NY Average: 88
Total Number of Accounts

2,097

NY Average: 3,892
Average Account Size

$226,045

NY Average: $1,917,921

Investment Advisory Services

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

Nikola Lalovic Work History

2023 - Present (1 year)

Lesko Securities Inc

2016 - Present (8 years)

Lesko Securities Inc

2015 - 2016 (1 year)

Attleboro Wealth Management

2014 - 2016 (2 years)

University Of Scranton

2013 - 2014 (1 year)

Veterinary Referral And Emergency Center

Disclosures

Please visit the SEC profile of Nikola Lalovic 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

Mark Meier
Vestal, NY
Nikola Lalovic
Vestal, NY
Lindsay Spauster
Vestal, NY
Barak Steika
Vestal, NY
Richard Barber
Vestal, NY
Richard Pichura
Vestal, NY
William Hampton
Vestal, NY
Gregory Lesko
Vestal, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started