Daniel Savard has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Daniel Savard is an advisor with Leo Wealth, based in Indio, California. He works with small to medium-sized, closely held businesses, with a focus on qualified pensions and wealth planning. He has been in financial services for more than thirty years and, before Leo Wealth, was an investment advisor representative with BFT Financial Group.
Daniel Savard’s longest registration was 12 years at BFT Financial Group, LLC (2009–2022). Before joining LEO Wealth Americas in 2026, Daniel Savard was registered through Leo Wealth, LLC and BFT Financial Group, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearIndio, CA · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · 4 yearsIndio, CA · Adviser representative · Firm CRD 283891
- BFT Financial Group, LLC– · 12 yearsIndio, CA · Adviser representative · Firm CRD 109121
- Main Street Advisors, LLC– · 2 yearsHays, KS · Adviser representative · Firm CRD 116303
- Capital Analysts, Incorporated– · 2 yearsLaguna Hills, CA · Adviser representative · Firm CRD 5478
Investment adviser representative registrations
Daniel Savard is registered as an investment adviser representative in Texas, as a resident of Texas, since April 2026.
- TexasResidentSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 May 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 April 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Neil Savard
- CRD
- 2140601
- Firm
- LEO Wealth Americas · CRD 338799
- Office
- 81191 Avenida Neblina, Indio, CA 92203
- Registration
- Investment adviser registration
- In the industry since
- November 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- leowealth.com
Where does Daniel Savard work?
Daniel Savard is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Savard a financial advisor?
Yes. Daniel Savard has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Daniel Savard have?
Daniel Savard has 34 years in the financial industry, since November 1991, across 5 adviser firms.
What exams has Daniel Savard passed?
Daniel Savard has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1991. FINRA credited Daniel Savard with the SIE, which began in October 2018.
Where did Daniel Savard work before LEO Wealth Americas?
Before LEO Wealth Americas, Daniel Savard was registered through BFT Financial Group, LLC, October 2009 to January 2022; Main Street Advisors, LLC, November 2006 to October 2009; Capital Analysts, Incorporated, April 2004 to September 2006.
Where is Daniel Savard based?
Daniel Savard’s registered office is in Indio, CA.
Is Daniel Savard registered with FINRA?
No. Daniel Savard has no current broker registration.
How can I verify Daniel Savard’s record?
Search CRD 2140601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Savard’s full registration record.
