Peter M Savva
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Michael Savva, Peter Savva
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
Contact Information
Main Address
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837Phone Number
(732) 903-2600# of Employees
40SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,195AUM (Assets Under Management)
$3,205,181,999Accountant 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 |
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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.
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Primary Firm SEC Registration
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
State Registrations and Notice Filings
(7/7/2023)
(12/7/2016)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Peter M Savva's CRS (Customer Relationship Summary).
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