Daniel N. Savard

LEO WEALTH AMERICAS

Indio, CA 92203

CRD#: 2140601

Some features on this profile are disabled

Professional summary

Daniel Neil Savard is a registered financial advisor currently at LEO WEALTH AMERICAS, LLC located in Indio, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Daniel has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Neil Savard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 15, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 81191 Avenida Neblina, Indio, CA 92203

RIA

CRD#: 338799

Indio, CA

Past

September 28, 2021 - June 25, 2026

LEO WEALTH, LLC

RIA

CRD#: 283891

Indio, CA

Past

October 28, 2009 - January 3, 2022

LEO BROKERAGE, LLC

RIA

CRD#: 109121

Indio, CA

Past

October 21, 2009 - September 15, 2025

LEO BROKERAGE, LLC

CRD#: 109121

Indio, CA

Past

November 15, 2006 - October 30, 2009

MAIN STREET ADVISORS, LLC

RIA

CRD#: 116303

HAYS, KS

Past

September 25, 2006 - October 30, 2009

MAIN STREET SECURITIES, LLC

CRD#: 47127

CHANDLER, AZ

Past

April 16, 2004 - September 26, 2006

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

LAGUNA HILLS, CA

Past

April 2, 2004 - September 26, 2006

CINCINNATI ANALYSTS, INC.

CRD#: 5478

LAGUNA HILLS, CA

Past

August 26, 2002 - March 30, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

July 2, 1992 - August 16, 2002

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 16, 1991 - December 31, 1991

CENTURY INVESTORS OF AMERICA, INC.

CRD#: 5322

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/12/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/29/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEO WEALTH AMERICAS, LLC

CRD#: 338799 / SEC#: 801-135043

RIA

Registered Investment Advisory firm - (2/23/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

860 Airport Freeway Suite 402, Hurst, TX 76054

Mailing Address

Phone number

(817) 354-1090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel N. Savard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Neil Savard's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEO WEALTH, LLC

LEO BROKERAGE, LLC

LEO BROKERAGE, LLC

MAIN STREET ADVISORS, LLC

MAIN STREET SECURITIES, LLC

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

PARK AVENUE SECURITIES LLC

OSAIC WEALTH, INC.

CENTURY INVESTORS OF AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 5/6/1991

SIE

Date: 10/1/2018

Series 7

Date: 5/12/2003

Series 6

Date: 4/29/1991

Current Firm

LEO WEALTH AMERICAS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

LEO WEALTH AMERICAS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors