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LESLIE MARIE GIORDANO

CRD 126274File 801-118442
APPROVED
Retail clients
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$62.6M
Bottom 25% of cohort (national)
Discretionary AUM
$62.6M
Clients
153
150 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Sole Proprietorship
Firm type
Registered
SEC region
NYRO
Registration date
Apr 14, 2020
Principal office
1225 FRANKLIN AVE, STE. 500, GARDEN CITY, NY, 11530
Phone
516-747-5210

Assets & accounts

ADV Item 5F
Total regulatory AUM
$62.6M
Discretionary AUM
$62.6M
Non-discretionary AUM
$0
Discretionary accounts
150
Non-discretionary accounts
0
Total accounts
150
AUM per client
$409K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals6$12.1M
Pension and profit sharing plansFewer than 5$18.3M
Individuals (other than high net worth individuals)144$32.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.