Leslie Mastrogiovanni is a control person of Podell Financial Group and directly owns under 5% of it.
Podell Financial Group is an investment adviser based in Fairfield, NJ, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $228 million, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4922552
- Firm
- Podell Financial Group · CRD 325383
- Role
- Chief Compliance Officer
- In role since
- May 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Fairfield, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Leslie Mastrogiovanni work?
Leslie Mastrogiovanni has been Chief Compliance Officer of Podell Financial Group LLC since May 2023, and is a control person of the firm.
How can I verify Leslie Mastrogiovanni’s record?
Leslie Mastrogiovanni’s role is listed on Podell Financial Group LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 325383.