Gregory
Brodeur
Alpha Zero LLC
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About this Advisor
Gregory Brodeur is a financial advisor who works out of Wethersfield, Connecticut with 1 year of relevant experience. Brodeur is on the advisory team at Alpha Zero LLC. Over the course of their career, they have held roles at Metlife Securities Inc, Bertucci'S Italian Restaurant, Waddell & Reed, Vito'S Pizzeria, First Investors, Unaffiliated, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, 2M Wealth Management LLC, Barnum Financial Group, University Of Connecticut and Central Connecticut State University. Brodeur holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut. Alpha Zero LLC is a registered investment company headquartered in Boca Raton, FL. It has offices in three locations and just five people on staff. It administers $151 million in assets under management between its 509 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 509 client accounts, 20% are held by high-net-worth investors who have more than $1 million in assets. Alpha Zero LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Alpha Zero LLC likely include 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
Gregory Brodeur Work History
Gregory has been registered as a financial advisor for 1 years.*
2M Wealth Management LLC
Mml Investors Services, LLC
Metlife Securities Inc
Massachusetts Mutual Life Insurance Company
Barnum Financial Group
Waddell & Reed
Vito'S Pizzeria
First Investors
Unaffiliated
University Of Connecticut
Bertucci'S Italian Restaurant
Central Connecticut State University
*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 Gregory Brodeur 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
Boca Raton, FL
Wethersfield, CT
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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