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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-14-2020
- Office Locations
- 1
Office Locations
About Leslie Marie Giordano
Leslie Marie Giordano is a Garden City, NY registered investment adviser focused on retirement planning for individuals and families, including guidance on workplace retirement plans and inherited assets. The firm builds and reviews investment portfolios and integrates tax, retirement distribution, and insurance planning. Founder Leslie Giordano (ChFC, CLU) is also licensed for life, disability, long-term care insurance and fixed annuities; custody includes Charles Schwab.
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Owner & Executives
LESLIE MARIE GIORDANO
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4648231
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,570,043 | $417,134 |
| Non-Discretionary | $0 | -- |
| Total | $62,570,043 | $417,134 |
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Separately Managed Accounts
Total SMA Asset: $62,570,043
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,852,898,542 | 36.8% |
| Equity - Exchange | $946,589,473 | 18.8% |
| Cash | $553,855,542 | 11.0% |
| U.S. Government/Agency | $1,681,706,829 | 33.4% |
| Total | $5,035,050,386 | 100.0% |