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LESLIE MARIE GIORDANO

CRD 126274 · SEC 801-118442

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1325 FRANKLIN AVE, STE. 255, GARDEN CITY, NY, 11530, United States

Phone

516-747-5210

Fax

516-747-5914

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$62.6M

Discretionary AUM

$62.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals144$32.2M
High net worth individuals6$12.1M
Pension/profit sharing plans3$18.3M

States served

MD, NY, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD