Osaic Wealth
42yrs
Top advisor by experience in Tarrytown
3yrs
Daniel Leskowitz
Financial advisor at Commonwealth Financial Network
Based in Tarrytown, New York, Daniel Leskowitz is a fiduciary financial advisor with 3 years of industry experience. Daniel joined Commonwealth Financial Network in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 109 advisors with offices in Tarrytown, and one of 87 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office220 White Plains Road Suite 425, Tarrytown, NY 10591
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCommonwealth Financial NetworkCurrent firm
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Daniel Leskowitz. Daniel works from the Tarrytown, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniel 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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