Gregory J. Lesko

DELTEC ASSET MANAGEMENT LLC

New York, NY 10036

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CRD#: 2088339

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Lesko's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 23, 2021 - Present

DELTEC ASSET MANAGEMENT LLC

Office #1: 530 Fifth Avenue 9th Floor, New York, NY 10036

RIA

CRD#: 104068

New York, NY

Past

July 16, 2001 - February 28, 2011

DELTEC ASSET MANAGEMENT LLC

CRD#: 104068

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DELTEC ASSET MANAGEMENT LLC

CRD#: 104068 / SEC#: 801-58090, 8-52597

RIA

Registered Investment Advisory firm - SEC (9/29/2000 Approved)

Terminated by SEC on 04/29/2011

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(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

State Security Law Exam

Series 63

Date: 11/25/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/10/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 8/14/1990

Non-Member General Securities Examination

Current Firm

DELTEC ASSET MANAGEMENT LLC

CRD#: 104068 / SEC#: 801-58090, 8-52597

RIA

Registered Investment Advisory firm - SEC (9/29/2000 Approved)

Terminated by SEC on 04/29/2011

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Contact information

Main Address

530 Fifth Avenue 17th Floor, New York, NY 10036

Mailing Address

Phone number

(212) 546-6200

Established

Delaware since 01/14/2000

Firm type

Limited Liability Company

Fiscal year end

December

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

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	157
AUM (Assets Under Management)	$ 696,841,721

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory J. Lesko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Lesko's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELTEC ASSET MANAGEMENT LLC

DELTEC ASSET MANAGEMENT LLC

Primary Firm SEC Registration

DELTEC ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/25/2003

Series 65

Date: 2/10/1992

Series 2

Date: 8/14/1990

Current Firm

DELTEC ASSET MANAGEMENT LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

DELTEC ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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