Anthony
Leone
Alpha Zero LLC
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About this Advisor
Anthony Leone is a financial advisor who works in Boca Raton, Florida who has 1 year of relevant experience. Leone is on the advisory team at Alpha Zero LLC. Throughout their career, Leone has worked at Merrill Lynch, Essex Asset Advisors, Unaffiliated, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investor Services, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Paradigm Financial Partners, LLC, Barnum Financial Group, Purshe Kaplan Sterling Investments, Inc, Msi Financial Services and 2M Wealth Management LLC. Leone holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut and Florida. Alpha Zero LLC is a firm that has its headquarters in Boca Raton, FL. The investment advisory business has offices in three locations and just five advisors. It administers $151 million in total assets among its 509 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 509 client accounts, 20% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on the type of services. Fees billed by Alpha Zero LLC likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Zero LLC Brokerage Details
$151,408,342
5
509
$297,462
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony Leone Work History
Anthony has been registered as a financial advisor for 1 years.*
2M Wealth Management LLC
Paradigm Financial Partners, LLC
Purshe Kaplan Sterling Investments, Inc
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Mml Investor Services
Massachusetts Mutual Life Insurance Company
Unaffiliated
Metlife Securities Inc
Barnum Financial Group
Msi Financial Services
Merrill Lynch
Essex Asset Advisors
*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 Anthony Leone 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 Alpha Zero LLC
Boca Raton, FL
Wethersfield, CT
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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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