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Daniel Leskowitz

Commonwealth Financial Network

Tarrytown, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-07
NY RA APPROVED 2023-07-07
  • NJ RA
    APPROVED
    Since 2023-07-07
  • NY RA
    APPROVED
    Since 2023-07-07

Branch Locations

220 White Plains Road Suite 425, Tarrytown, NY 10591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NJ 07/2019 05/2023
Barclays New York NY 11/2016 07/2019
Lazard Asset Management New York NY 05/2016 10/2016
Commonwealth Financial Network Waltham MA 05/2023 Present
Westchester Financial Advisors Tarrytown NY 05/2023 Present
  • 07/2019 → 05/2023
    Morgan Stanley
    New York, NJ
  • 11/2016 → 07/2019
    Barclays
    New York, NY
  • 05/2016 → 10/2016
    Lazard Asset Management
    New York, NY
  • 05/2023 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 05/2023 → Present
    Westchester Financial Advisors
    Tarrytown, NY
Other Businesses

Fixed insurance sales; as of 1/31/2024; 2% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
  • S66 Uniform Combined State Law Examination
    2023-04-21

View on SEC IAPD

Other Firms

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CITIZENS PRIVATE WEALTH
THE CAPITAL PRESERVE, INC.
MARTONE CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINE WEALTH SOLUTIONS, INC.

Other Investors

THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle

Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
CITIZENS PRIVATE WEALTH · TARRYTOWN, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY

More in Tarrytown, NY

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