Daniel Leskowitz (CRD# 6470054) is an Investment Advisor Representative working at Commonwealth Financial Network in Tarrytown, NY and has 1 year of experience in the finance industry.
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2963357
Hsbc Securities (usa) Inc.
CRD# 4896689
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | May 2023 - Current | 1 |
| Westchester Financial Advisors | Tarrytown, NY | May 2023 - Current | 1 |
| Morgan Stanley | New York, NJ | Jul 2019 - May 2023 | 3 |
| Barclays | New York, NY | Nov 2016 - Jul 2019 | 2 |
| Lazard Asset Management | New York, NY | May 2016 - Oct 2016 | < 1 |
| Gemini Hedge Fund Services | Hauppauge, NY | Apr 2015 - Feb 2016 | < 1 |
| Cuny Queens College | Queens, NY | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NJ
- NY
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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