Leslie
Giordano

Leslie Marie Giordano

CRD#4648231
Investment Advisor
in Mineola, NY

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About this Advisor

Leslie Giordano is a financial advisor based in Mineola, New York, working with Leslie Marie Giordano. Leslie has previously held positions at Independent Group & Life Agency, Inc and Leslie Marie Giordano. Leslie is registered to provide services in Maryland. Currently, Leslie is part of Leslie Marie Giordano, which operates out of Mineola, New York. The firm has 1 employee and manages assets totaling $55.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Leslie Marie Giordano includes asset-based and hourly fees.

Certifications and Registrations

Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

114 Old Country Rd Ste. 520
Mineola, NY 11501

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Leslie Marie Giordano Brokerage Details

Total Assets Under Management

$55,298,890

NY Average: $7,464,549,021
Total Number of Employees

1

NY Average: 88
Total Number of Accounts

327

NY Average: 3,892
Average Account Size

$169,110

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Leslie Giordano Work History

1995 - Present (30 years)

Leslie Marie Giordano

1992 - Present (33 years)

Independent Group & Life Agency, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Leslie Giordano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leslie Marie Giordano

Leslie Giordano
Mineola, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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