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David Lesko

LPL Enterprise, LLC
29 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

David Lesko is a registered investment advisor at LPL Enterprise, LLC, based in Miami, FL, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

800 NW 62nd Ave, Ste 120, Miami, FL, 33126

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2022
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
June 2024 - November 2024 · 5 mos
Pruco Securities, LLC.Broker
June 2024 - November 2024 · 5 mos
Stoever Glass Wealth Management, INC.
May 2023 - June 2024 · 1 yr 1 mo
Stoever, Glass & Company INC.Broker
June 2021 - June 2024 · 3 yrs
Stoever Glass Wealth Management, INC.
August 2016 - June 2021 · 4 yrs 10 mos
Stoever, Glass & Company INC.Broker
May 2016 - June 2021 · 5 yrs 1 mo
The Gms Group, LLC
July 2010 - June 2016 · 5 yrs 11 mos
The Gms Group, LLCBroker
September 2008 - June 2016 · 7 yrs 9 mos
Newbridge Financial Services Group, INC.
May 2008 - August 2008 · 3 mos
Newbridge Securities CorporationBroker
May 2008 - August 2008 · 3 mos
Raymond James & Associates, INC.
April 2007 - May 2008 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
April 2007 - May 2008 · 1 yr 1 mo
H&r Block Financial Advisors, INC.
March 2006 - January 2007 · 10 mos
H&r Block Financial Advisors, INC.Broker
February 2006 - January 2007 · 11 mos
J. B. Hanauer & CO.
June 2003 - February 2006 · 2 yrs 8 mos
J. B. Hanauer & CO.Broker
March 2002 - February 2006 · 3 yrs 11 mos
Tower Square Securities, INC.Broker
December 2000 - March 2002 · 1 yr 3 mos
1717 Capital Management CompanyBroker
March 2000 - October 2000 · 7 mos
Mutual Service CorporationBroker
June 1997 - March 2000 · 2 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1997 - April 1997 · 3 mos
John Hancock Distributors, INC.Broker
January 1997 - April 1997 · 3 mos
State Registrations11 states
CAFLGAIAILMDMINJNYSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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