Peter M. Savva

LEO FUND SERVICES

EDISON, NJ 08837

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CRD#: 5696522

Professional summary

Peter M Savva, who also goes by Peter Michael Savva, Peter Savva, is a registered financial advisor currently at LEO FUND SERVICES, LLC located in Edison, New Jersey and LEO WEALTH, LLC located in Iselin, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Peter has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Michael Savva | Peter Savva

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.

Mr. Savva is an IAR with Leo Group, LLC, a Registered Investment Advisor. Investment Related. Approx 160 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter M Savva'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

December 7, 2016 - Present

LEO FUND SERVICES, LLC

Office #1: 379 Thornall Street Floor 9-suite 9, Edison, NJ 08837

RIA

CRD#: 163259

EDISON, NJ

Current

August 5, 2024 - Present

LEO WEALTH, LLC

Office #1: 100 Wood Avenue South, Suite 209, Iselin, NJ 08830

RIA

CRD#: 283891

ISELIN, NJ

Current

May 3, 2022 - Present

LEO BROKERAGE, LLC

Office #1: 379 Thornall Street Floor 9 Suite 9, Edison, NJ 08837

CRD#: 109121

Edison, NJ

Past

July 20, 2018 - June 22, 2020

OLDEN LANE SECURITIES, LLC

CRD#: 173847

BRIDGEWATER, NJ

Past

August 19, 2009 - September 14, 2016

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEO WEALTH, LLC

CRD#: 283891 / SEC#: 801-108435

RIA

Registered Investment Advisory firm - (9/26/2016 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(7/7/2023)

IAR

New Jersey
(12/7/2016)

New York
(5/3/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/26/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LEO WEALTH, LLC

CRD#: 283891 / SEC#: 801-108435

RIA

Registered Investment Advisory firm - (9/26/2016 Approved)

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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 (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEO WEALTH, LLC - ADV PART 2A BROCHURE (7/24/2025)

Regulatory assets under management

Total Number of Accounts	4,566
AUM (Assets Under Management)	$ 2,655,950,651

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report
10/23/2024	Cover Page	Report
11/30/2023	Cover Page	Report

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.

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Firm Stability Insights

Peter M. Savva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter M Savva's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEO WEALTH, LLC

LEO BROKERAGE, LLC

OLDEN LANE SECURITIES, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

LEO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2009

FINRA

Current Firm

LEO WEALTH, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEO WEALTH, LLC

TRUST BUT VERIFY

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