Advisor at Lesko Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lesko Securities Inc.
Location
Vestal, NY 13850
Credentials
Series 63
Industry experience
25 years
Karen Stebbins is a financial advisor with Lesko Securities Inc. in Vestal, NY, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Lesko Securities since 2001. Outside of her advisory role, she has non-investment-related real estate holdings. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets using a non-discretionary approach and a diverse range of analytical methods, investing primarily in mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities.
Based on Lesko Securities Inc.
$0 - $1,000,000: 1.00% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.80% annually $2,000,000 - $2,499,999: 0.70% annually $2,500,000 - $2,999,999: 0.60% annually $3,000,000 - $3,499,999: 0.55% annually $3,500,000+: 0.50% annually
$120 to $400 per hour
Account minimum: $25,000
400 Plaza Dr, Suite A
Vestal, NY 13850
New York
Lesko Securities Inc.
2017 - Present (9 years)
Lesko Securities Inc.
2003 - Present (23 years)
Lesko Securities Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Binghamton, NY
Alpha Zero LLC
Series 66
Vestal, NY
Lesko Securities Inc.
Series 63
Endicott, NY
Ashton Thomas Securities, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 63, Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")