Robert
Hartung

Lesko Securities Inc

CRD#1295142
Investment Advisor
in Vestal, NY

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About this Advisor

Robert Hartung is a financial advisor based in Vestal, New York with a total of 2 years of relevant experience. Hartung is an advisor for Lesko Securities Inc. The advisor has gained experience at Lesko Securities Inc. Hartung maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Lesko Securities Inc is a financial advisory business operating out of Vestal, NY. It oversees $332 million in assets under management between its 1,625 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 1,625 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. Lesko Securities Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically are based on which service is provided. Fees charged by Lesko Securities Inc can include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

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

Robert Hartung Work History

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

2015 - Present (9 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 Robert Hartung 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
Barak Steika
Vestal, NY
Lindsay Spauster
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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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.

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