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LS

Leo Somera

APFORIA
VIRGINIA BEACH, VA 23452
CRD#: 8240588
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LS
Leo SomeraAPFORIA

Professional summary

Leo Somera, who also goes by Leonardo Gamueda Somera III, is a registered financial advisor currently at APFORIA located in Virginia Beach, Virginia.

Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Leo has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leonardo Gamueda Somera Iii

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 Leo Somera'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 1, 2026 - Present

APFORIA

Office #1: 582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452
RIA
CRD#: 327176
VIRGINIA BEACH, VA

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".
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING

CRD#: 327176 / SEC#: 801-128361

RIA
Registered Investment Advisory firm - (8/2/2023 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.

Highlighted states indicate IAR registrations

IAR
Virginia
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/23/2026
Uniform Investment Adviser Law Examination

Current Firm

AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING

CRD#: 327176 / SEC#: 801-128361

RIA
Registered Investment Advisory firm - (8/2/2023 Approved)
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Contact information

Main Address
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452
Mailing Address
Phone number
(833) 780-2487
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/14/2025)

Regulatory assets under management

Total Number of Accounts959
AUM (Assets Under Management)$ 96,324,578

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.

Company Information

APFORIA

CRD#: 327176Virginia Beach, VA 23452

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