Leo Somera
Investment adviser representative at Apforia
21 yearsExperience
1 stateRegistered in
$101.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Apforia LtdAug 2025 to now
- NoneMay 2025 to Jul 2025
- Dfas-jfll/inFeb 2005 to Apr 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Apforia
Legal name: Apforia Ltd
$101.9MAssets managed
385Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8240588
- Firm CRD
- 327176