Mason
Schreck

Alpha Zero LLC

CRD#7856635
Investment Advisor
in Boca Raton, FL

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About this Advisor

Mason Schreck is a financial advisor based in Boca Raton, Florida, working with Alpha Zero LLC. Mason has previously held positions at University At Buffalo, Cincinnati Bengals, Houston Texans, Alpha Zero LLC, and N/A. Mason has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Florida, New Hampshire, New York, South Carolina, and Texas. Currently, Mason is part of Alpha Zero LLC, which operates out of Boca Raton, Florida. The firm has 1 office and 6 employees. The firm manages assets totaling $172.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Alpha Zero LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2500 North Military Trail Suite 316
Boca Raton, FL 33431

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Alpha Zero LLC Brokerage Details

Total Assets Under Management

$171,983,089

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

553

FL Average: 2,474
Average Account Size

$311,000

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mason Schreck Work History

2024 - Present (0 year)

Alpha Zero LLC

2023 - 2023 (< 1 year)

N/A

2022 - 2023 (1 year)

Houston Texans

2021 - 2022 (1 year)

N/A

2017 - 2021 (4 years)

Cincinnati Bengals

2014 - 2017 (3 years)

University At Buffalo

Disclosures

Please visit the SEC profile of Mason Schreck 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

Anthony Leone
Boca Raton, FL
Mason Schreck
Boca Raton, FL
Eric Mechler
Boca Raton, FL
Gregory Brodeur
Boca Raton, FL
Jordan Grabowski
Boca Raton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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