Leslie Gale Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, including IRAs, SEPs, SIMPLEs and trusts. It offers both actively managed (monitored daily) and passively managed (rebalanced quarterly) programs using equities, fixed income and alternative allocations implemented through ETFs, mutual funds and individual securities.
Investment decisions are driven by a quantitative process that uses proprietary screens and optimization models to target risk‑adjusted returns, with portfolios customized to each client’s risk profile and written restrictions accepted. The firm acts as a fiduciary, monitors accounts daily, conducts regular quarterly reviews, and identifies Charles Schwab as a preferred custodian and execution platform.
Distinctive features include a concentrated client base—approximately $73.2 million in assets under management for about 35 clients—suggesting relatively large average account sizes rather than a mass-market client mix, and the firm does not maintain a public website. The brochure also discloses a 2017 consented Cease and Desist Order by the Florida regulator, including findings related to ADV filings, invoicing and agreement documentation and an administrative fine, a disclosure event that is uncommon among peers.
Client services
Expertise
Fee options
$0+: 1% annually (actively managed accounts) $0+: 0.5% annually (passively managed accounts)
Main office
Boynton Beach FL
Advisors at this office
1
Most active in
Florida · New York
Also doing business as
Leslie Gale Advisors, LLC · Schneider, Steven Andrew
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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