Leslie
Giordano

Leslie Marie Giordano

CRD#4648231
Investment Advisor
in Mineola, NY

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About this Advisor

Leslie Giordano is a chartered financial consultant operating in Mineola, New York. Giordano currently works for Leslie Marie Giordano. The advisor has gained experience at Independent Group & Life Agency, Inc and Leslie Marie Giordano. Giordano can serve investors in Maryland. Leslie Marie Giordano is a business that has its headquarters in Mineola, NY. It oversees $44 million in total assets among its 131 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 131 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Leslie Marie Giordano likely are comprised of some combination of asset-based and hourly fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

less than 1 year

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

$44,025,064

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

1

NY Average: 88
Total Number of Accounts

131

NY Average: 3,892
Average Account Size

$336,069

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

Leslie has been registered as a financial advisor for 0 years.*

1995 - Present (29 years)

Leslie Marie Giordano

1992 - Present (32 years)

Independent Group & Life Agency, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 4/16/2023. 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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