# Leslie Marie Giordano

> Leslie Marie Giordano is an SEC-registered investment advisory firm in Garden City, NY, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 126274
- Filed as: LESLIE MARIE GIORDANO
- Also doing business as: LMG ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126274
- AdvisorCensus page: https://advisorcensus.com/firm/leslie-marie-giordano-garden-city-ny-126274

## Quick answers

**How is Leslie Marie Giordano compensated?**
On its Form ADV (Item 5.E, October 2026), Leslie Marie Giordano reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Leslie Marie Giordano charge?**
Its Form ADV Part 2A brochure dated June 24, 2026 states: Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Leslie Marie Giordano located?**
Leslie Marie Giordano's principal office is in Garden City, NY, according to its Form ADV.

**Is Leslie Marie Giordano registered with the SEC or a state?**
Leslie Marie Giordano is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 126274.

**How much does Leslie Marie Giordano manage?**
Leslie Marie Giordano reports $62,570,043 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**How have Leslie Marie Giordano's assets and staff changed since 2021?**
In the Form ADV data for Leslie Marie Giordano: Regulatory assets under management: $43,970,173 in the October 2021 data and $62,570,043 in the October 2026 data, up 42%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Leslie Marie Giordano serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Leslie Marie Giordano use?**
Leslie Marie Giordano's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Leslie Marie Giordano report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126274

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Hourly rate: $200 an hour (financial planning services)

> Ms. Giordano is compensated on an hourly basis at $200.00 per hour for financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $62,570,043
- Discretionary: $62,570,043
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $32,205,189 |
| High net worth individuals | 6 | $12,064,797 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $18,300,057 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lesliegiordano.com
- Facebook facebook.com
- LinkedIn @leslie-giordano-319612238

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $43,970,173 | 1 | March 9, 2021 |
| October 2022 | $51,552,195 | 1 | March 3, 2022 |
| October 2023 | $44,025,064 | 1 | March 16, 2023 |
| October 2024 | $55,298,890 | 1 | August 28, 2024 |
| October 2025 | $60,099,150 | 1 | March 18, 2025 |
| October 2026 | $62,570,043 | 1 | June 24, 2026 |

Regulatory assets under management: $43,970,173 in the October 2021 data and $62,570,043 in the October 2026 data, up 42%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leslie Marie Giordano (CRD 126274): Form ADV filing data as of October 2026.