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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.
Reported data analysis
What the numbers show
Between March 18, 2025 and June 24, 2026, reported AUM increased 4.1%, from $60.1M to $62.6M.
Across 5 reported observations, AUM increased 21.4% between March 3, 2022 and June 24, 2026, from $51.6M to $62.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 153 clients, or 153 clients per representative. That equates to $409.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LESLIE MARIE GIORDANO
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4648231
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Leslie Marie Giordano has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.