Top financial advisors in Mineola, NY
We've curated a list of the best financial advisors in Mineola, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $44,025,064 Number of advisors 1 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mineola, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
$44,025,064 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mineola, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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