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Peter M Savva

Leo Wealth, LLC

Iselin, NJ

Edison, NJ

Leo Fund Services, LLC

Edison, NJ

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Current Employers
Leo Wealth, Llc

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-08-05
  • NJ RA
    APPROVED
    Since 2024-08-05

Branch Locations

100 Wood Avenue South, Suite 209, Iselin, NJ 08830 • United States

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Leo Fund Services, Llc

379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-12-07
  • NJ RA
    APPROVED
    Since 2016-12-07

Branch Locations

379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman, Sachs & Co. New York NY 07/1986 09/2016
The Leogroup, Llc Iselin NJ 10/2016 Present
Olden Lane Securities, Llc - Disclosure Monitoring Princeton NJ 07/2018 06/2020
  • 07/1986 → 09/2016
    Goldman, Sachs & Co.
    New York, NY
  • 10/2016 → Present
    The Leogroup, Llc
    Iselin, NJ
  • 07/2018 → 06/2020
    Olden Lane Securities, Llc - Disclosure Monitoring
    Princeton, NJ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-26
  • S66 Uniform Combined State Law Examination
    2009-10-26
Other Names
  • Peter Savva
  • Peter Savva
  • Peter Michael Savva

View on SEC IAPD

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Other Offices

OSAIC ADVISORY SERVICES, LLC · Parsippany, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARSIPPANY, NJ
OSAIC WEALTH, INC. · PARSIPPANY, NJ
LINCOLN INVESTMENT · Parsippany, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PARSIPPANY, NJ
VETERI PLACE CORPORATION · PARSIPPANY, NJ
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ

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