Leslie Marie Giordano

Leslie Marie Giordano, operating as LMG Advisory Services, has been a registered investment advisor in New York since 1995 and with the Securities and Exchange Commission since 2020. Ms. Giordano offers investment supervisory services, including ongoing advice and discretionary investment decisions tailored to client goals. She manages equity, fixed-income, and balanced accounts predominantly on a discretionary basis. Additionally, Ms. Giordano provides financial planning services, creating client portfolios with individual securities, ETFs, and mutual funds selected based on performance history and client objectives. She may utilize third-party advisors for portfolio implementation, conducting due diligence and ongoing reviews. As of December 31, 2024, Ms. Giordano managed approximately $60,099,150 of client assets on a discretionary basis. Fees for investment supervisory services vary based on account type and size, with annual advisory fees ranging from 0.25% to 0.50% of assets under management. Ms. Giordano does not charge performance-based fees and provides services to individuals, families, small businesses, and charitable organizations without imposing a minimum account size requirement. Clients have the option to grant investment discretion to the firm, allowing for securities transactions without prior approval. Ms. Giordano generally does not vote proxies on behalf of clients, who receive account statements directly from qualified custodians.