Barak Symes Steika
Investment adviser representative at Lesko Securities, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$728.5MFirm assets
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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
15 years in the industry.
- Lesko Securities Inc.Feb 2019 to now
- StudentMay 2017 to Sep 2021
- UnemployedOct 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7419761
- Firm CRD
- 10091