Peter
Savva
Leo Fund Services, LLC
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About this Advisor
Peter Savva is a financial advisor based in Iselin, New Jersey with a total of 7 years of industry experience. Savva is an employee of Leo Fund Services, LLC. Over the course of their career, they have held roles at The Leogroup, LLC, Olden Lane Securities, LLC - Disclosure Monitoring and Goldman, Sachs & Co. Savva holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Leo Fund Services, LLC is a financial advisory company that has its headquarters in Iselin, NJ. The company has a total of seven financial advisors. It administers $105 million in assets between its six customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Leo Fund Services, LLC performs a few services, including portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules largely are based on which service is provided. However, fees billed by Leo Fund Services, LLC can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leo Fund Services, LLC Brokerage Details
$104,511,349
7
6
$17,418,558
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Peter Savva Work History
Peter has been registered as a financial advisor for 7 years.*
Olden Lane Securities, LLC - Disclosure Monitoring
The Leogroup, LLC
Goldman, Sachs & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Savva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leo Fund Services, LLC
Iselin, NJ
Iselin, NJ
Iselin, NJ
Iselin, NJ
Iselin, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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