Lesko Securities
42yrs
Top advisor by experience in Vestal
21yrs
Joseph Lipsitz has worked in the financial industry for 21 years and is a financial advisor based in Vestal, New York. Joseph has been with Osaic Wealth since 2024; before that, Joseph spent eight years at Securities America Advisors. Joseph holds the CFP® designation.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 62% of advisors in New York
Office1708 Vestal Parkway E, Vestal, NY 13850
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2024Securities America Advisors, Inc.Previously
Contact Joseph
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Joseph. 1708 Vestal Parkway EVestal, NY 13850Office · Get directions
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Osaic Wealth at (800) 821-5100 and ask for Joseph Lipsitz. Joseph works from the Vestal, NY office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2006, about 21 years. More experience than 62% of advisors in New York.
What licenses does Joseph hold?
Series 63. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Joseph paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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