LESLIE MARIE GIORDANO

Overview

Leslie Marie Giordano operates an independent, sole-proprietorship Registered Investment Adviser focused on financial planning and portfolio management for individuals, families and small businesses, with supplemental pension consulting. The practice combines advisory services with insurance brokerage activity, which is reflected in its use of annuity products alongside managed investments. The firm does not act as a capital allocator or run pooled investment vehicles; instead it sources third‑party managers and packaged public funds to construct client portfolios. Leslie Marie Giordano is not identified as an active ESG investor. Investment emphasis is on packaged public funds as the core allocation, with selected allocations to third‑party alternative managers in real estate, commodities and oil & gas. Fee billing is a mix of percentage of assets under management and hourly charges, allowing flexibility for both ongoing portfolio relationships and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices