Gregory Brodeur
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
CFP®, ChFC®, Series 66
Industry experience
9 years
About
Gregory Brodeur is a financial advisor with Alpha Zero LLC in Boca Raton, FL, holding CFP®, ChFC®, and Series 66 credentials and nine years of industry experience. His prior roles include positions at 2M Wealth Management LLC, MML Investors Services, Barnum Financial Group, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also licensed to recommend life, disability, and long-term care insurance to clients. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors and about 320 clients. The firm offers portfolio management, financial planning, and advisory services focused on alternative investments, employing an analytical approach that includes cyclical and fundamental analysis along with modern portfolio theory.
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
Gregory B has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
2M Wealth Management LLC
2022 - Present (4 years)
Mass Mutual Investors Services
2017 - 2022 (5 years)
Barnum Financial Group
2016 - 2022 (6 years)
Massachusetts Mutual Life Insurance Company
2016 - 2022 (6 years)
MetLife Securities Inc
2016 - 2017 (1 year)
University of Connecticut
2013 - 2016 (3 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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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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