Stephen William Smith
Investment adviser representative at Lesko Securities, Inc.
28 yearsExperience
1 stateRegistered in
$728.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Lesko Securities, Inc.Oct 2002 to now
- Prudential Securities IncorporatedMar 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lesko Securities, Inc.
$728.5MAssets managed
1,171Clients
13Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3034580
- Firm CRD
- 10091