Daniel Neil Savard

Employer firm

Leo Wealth Americas, LLC CRD 338799

$512M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Leo Wealth, Llc
  Gilbert, AZ
• 10/2009 → Present
  Bft Financial Group, Llc
  Gilbert, AZ
• 11/2025 → Present
  Leo Wealth Americas, Llc
  Indio, CA

Previous Registrations

• 2021-09-28 → 2026-06-25
  Leo Wealth, Llc
  Gilbert, AZ
  Edison, NJ
  Indio, CA
• 2009-10-28 → 2022-01-03
  Leo Brokerage, Llc
  Hurst, TX
  Hurst, TX
  Gilbert, AZ
  Indio, CA
• 2006-11-15 → 2009-10-30
  Main Street Advisors, Llc
  Hays, KS
• 2004-04-16 → 2006-09-26
  Cincinnati Analysts, Inc.
  Laguna Hills, CA
  Laguna Hills, CA

Other Businesses

1) CORPORATE PENSIONS COMPANY; INSURANCE; OWNER/AGENT STARTED 1978 30HRS/MTH 2-3HRS/MTH DURING TRADING HRS 2) CPC BENEFIT PENSION & INS SERV, INC; OWNER; 1987; 30 /MONTH 2-3 HR/DAY 3) LEAP SYSTEMS INFINITE BANKING AND CIRCLE OF WEALTH; LIFE INSURANCE; CONSULTANT; 2003; 25 HR/MN - 2-3 HR/MONTH DURNING BUSINESS HOURS 4) Leo Brokerage, LLC; REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER REPRESENTATIVE; 2009

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1991-05-06