Lesko Securities
42yrs
Top advisor by experience in Vestal
4yrs
Peter Mitchell
Financial advisor at Osaic Wealth
Based in Vestal, New York, Peter Mitchell is a fiduciary financial advisor with 4 years of industry experience. Peter has been with Osaic Wealth since 2026; before that, Peter spent two years at J.P. Morgan Securities and less than a year at Equitable Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 39 advisors with offices in Vestal, and one of 31 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowOsaic Wealth, Inc.Current firm
- 2024 – 2026J.P. Morgan Securities LLCPreviously
- Apr 2023 – Jun 2023Equitable Advisors, LLCPreviously
Contact Peter
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Peter. 1708 Vestal Parkway EVestal, NY 13850Office · Get directions
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Questions to ask Peter
Tailored to Peter’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 Peter
How do I contact Peter?
Call Osaic Wealth at (800) 821-5100 and ask for Peter Mitchell. Peter works from the Vestal, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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