Adviser and broker representative · Leo Fund Services, LLC
Peter M. Savva
CRD 5696522 · Edison, NJ
At a glance
Peter M. Savva is an investment adviser representative with Leo Fund Services, LLC in Edison, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peter’s SEC record dates to 2016, about 9 years ago. Peter is also registered as a broker representative.
Current advisory firms
- Leo Fund Services, LLCSince December 2016Edison, NJ · $151M in regulatory assets
- Leo Wealth, LLCSince August 2024Iselin, NJ · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Peter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.