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
| $44,025,064 | 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.
Methodology
To generate our top financial advisors list in Mineola, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mineola. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension 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.
Methodology
To generate our top financial advisors list in Mineola, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mineola. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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