Anthony Leone
Advisor at Alpha Zero LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alpha Zero LLC
Location
Boca Raton, FL 33431
Credentials
Series 63, Series 65
Industry experience
11 years
About
Anthony Leone is a financial advisor at Alpha Zero LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Mass Mutual Life Insurance Company, among others. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors and roughly 320 clients. The firm offers portfolio management, financial planning, consulting, and advisory services focused on alternative investments, employing a range of strategies from long-term investing to margin and options trading.
Expertise
Based on Alpha Zero LLC
Private / alternative investments
Real estate investing
Options & derivatives strategies
Wealth management
Annuities
Fee options
Financial planning and consulting fees: one-time fixed rate between $0 and $100,000; monthly fixed rate up to $8,333 per month.
Up to 2% annually
Performance fee of 20% of profits on alternative investments; performance-based fees only for qualified clients meeting net worth and income thresholds.
Account minimum: $100,000
Location
2500 North Military Trail, Suite 316
Boca Raton, FL 33431
Most active in
Anthony L has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
2M Wealth Management LLC
2022 - Present (4 years)
Purshe Kaplan Sterling Investments, Inc
2020 - 2022 (2 years)
Paradigm Financial Partners, LLC
2020 - 2022 (2 years)
Mass Mutual LIfe Insurance Company
2019 - 2020 (1 year)
Mass Mutual Investors Services
2019 - 2020 (1 year)
MML Investor Services
2017 - 2020 (3 years)
Massachusetts Mutual Life Insurance Company
2016 - 2019 (3 years)
Barnum Financial Group
2015 - 2020 (5 years)
MetLife Securities Inc
2015 - 2017 (2 years)
MSI Financial Services
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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