Leslie Marie Giordano

Overview

Leslie Marie Giordano operates as an independent, sole-proprietor Registered Investment Advisor that registered with the SEC in 2020. The firm serves both individual/family and institutional clients and combines advisory work with insurance brokerage. Advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged as a percentage of assets under management and on an hourly basis. The adviser is not identified as an active ESG investor and is not described as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices