Bank / Wealth / TrustRIA · CRD 126274SEC-Registered

Updated:

Leslie Marie Giordano

Leslie Marie Giordano established the firm in Garden City, New York in 1995 as an independent registered investment advisor. The practice provides investment...

Leslie Marie Giordano logo

Leslie Marie Giordano

Leslie Marie Giordano established the firm in Garden City, New York in 1995 as an independent registered investment advisor. The practice provides investment management, financial planning, and portfolio management services primarily to individuals, families, small businesses, and charitable organizations. The firm operates from a single office on Long Island, maintaining a local client footprint. The firm's investment approach centers on portfolio management and financial planning, serving clients across stages of wealth accumulation and preservation. The advisory mandate covers discretionary portfolio management, with strategies likely spanning equity and fixed-income allocations, though specific asset-class exposures and named portfolio holdings are not publicly disclosed. The practice does not appear to operate fund structures, direct investment programs, or formal co-investment vehicles. Team size and total assets under management are not publicly reported. The firm maintains a website at lesliegiordano.com with no additional offices, LinkedIn presence, or adjacent philanthropic vehicles captured in public records. No named operational events from the last 24 months are available in public disclosures. The firm's distinguishing architecture is its longevity as a sole-proprietor RIA in a suburban New York market — a structure that prioritizes direct principal-client relationships over institutional scale, and one that has remained independent since 1995 without expanding into a multi-advisor platform or multi-family office model.

General information

Firm type

Bank / Wealth / Trust

Year founded

1995

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Garden City

Corporate office

Garden City, NY, United States

Principals

Leslie Marie Giordano

Principal

Frequently asked questions

What services does Leslie Marie Giordano provide?

The firm offers investment management, financial planning, and portfolio management services. Its client base includes individuals, families, small businesses, and charitable organizations, according to public records. The advisory relationship appears centered on discretionary portfolio management rather than alternative investments or direct deal participation.

Is Leslie Marie Giordano a single-family office?

No. The firm is structured as an independent registered investment advisor serving multiple external clients. It does not operate as a single-family office managing the wealth of one family, nor has it disclosed a multi-family office structure. It is best categorized as a traditional wealth management practice.

Does Leslie Marie Giordano participate in direct investments or fund commitments?

There is no public evidence that the firm engages in direct private investments, venture capital, private equity fund commitments, or co-investments alongside external GPs. The practice appears focused on public-market portfolio management and financial planning for its local client base.

Where is Leslie Marie Giordano located and who does the firm serve?

The firm is headquartered in Garden City, New York, on Long Island. Its client base consists primarily of individuals, families, and small businesses in the surrounding region. No additional offices or national footprint have been disclosed.

How large is Leslie Marie Giordano in terms of assets or team?

Neither assets under management nor total professionals are publicly disclosed. The firm operates through its named principal, Leslie Marie Giordano, with no additional advisors, institutional vehicles, or operational entities identified in public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Garden City Bank / Wealth / Trust profiles