Gregory John Lesko
Professional Summary
Gregory John Lesko is a registered financial advisor currently at DELTEC ASSET MANAGEMENT LLC located in New York, New York. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 1 firm and has passed the Series 63, Series 65 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
DELTEC ASSET MANAGEMENT LLC
Contact Information
Main Address
530 Fifth Avenue 17th Floor, New York, NY 10036Phone Number
(212) 546-6200Established
Delaware since 01/14/2000Firm Type
Limited Liability CompanyFiscal Year End
December# of Employees
15SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BLUE TEE PARTNERS, LLC | MANAGING MEMBER | — |
| BYRNES, ARTHUR EVERETT | SENIOR MANAGING DIR. | 37710 |
| GORDON, JOHN ROUSMANIERE | SENIOR MANAGING DIR. | 1483496 |
| GRUNDER, LINEN ANN | MANAGING DIRECTOR | 2742659 |
| HALL, TIMOTHY STEPHEN | MANAGING DIRECTOR | 4391230 |
| LESKO, GREGORY JOHN | MANAGING DIRECTOR | 2088339 |
| VITTI, DENISE GRACE | CONTROLLER, FINOP | — |
| WHITE, JAMES TERRY | MANAGING DIRECTOR | 2102275 |
| ZUPPELLO, STEPHEN | SR. MANAGING DIR., ROP, CROP, SCROP, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER | 1310048 |
Regulatory Assets Under Management
Total Number of Accounts
161AUM (Assets Under Management)
$782,757,470Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DELTEC ASSET MANAGEMENT LLC
State Registrations and Notice Filings
(11/23/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Aug 1990Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Lesko's CRS (Customer Relationship Summary).
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