Eric
Mechler
Alpha Zero LLC
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About this Advisor
Eric Mechler is a certified financial planner and chartered financial consultant based in Boca Raton, Florida who has 1 year of relevant experience. Mechler works at Alpha Zero LLC. Over the course of their career, they have held roles at Metlife Securities Inc, Mml Investor Services, Paradigm Financial Partners, LLC, Barnum Financial Group, Purshe Kaplan Sterling Investments, Inc, Msi Financial Services, 2M Wealth Management LLC and Massachusetts Mutual Life Insurance Company. Mechler holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Alpha Zero LLC is a financial advisory business operating out of Boca Raton, FL. The company has offices in three locations and just five people on staff. It administers $151 million in total assets between its 509 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 509 client accounts, 20% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Alpha Zero LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Alpha Zero LLC most 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
Eric Mechler Work History
Eric has been registered as a financial advisor for 1 years.*
2M Wealth Management LLC
Paradigm Financial Partners, LLC
Purshe Kaplan Sterling Investments, Inc
Mml Investor Services
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Barnum Financial Group
Msi Financial Services
*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 Eric Mechler 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
