LT
CFP · ChFC
LT
CFP · ChFC

Leslie Taylor-Neumann

8 Years of Experience
Cumberland, MD
Broker

Leslie Taylor-Neumann is a CFP, ChFC-designated registered investment advisor, based in Cumberland, MD, with 8 years of industry experience.

Location

Cumberland, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Leslie works as a Vice President at DiNuzzo Private Wealth Inc., providing investment advisory and financial planning services. This role takes nearly full-time hours, with a significant portion dedicated to trading activities.

Employment History
Current Registrations
Beaconsfield Financial Services, INC.Broker
September 2025 - Present · 7 mos
Dinuzzo Private Wealth, INC.
July 2017 - Present · 8 yrs 9 mos
State Registrations3 states
MDPATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Leslie Taylor-Neumann - Financial Advisor | TrueAdvisor