Lynn Purcell
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.
About
Lynn Purcell is a Series 65 licensed advisor at Alpha Zero LLC with one year of industry experience. Prior to joining Alpha Zero, Purcell has been affiliated with the State University of New York at Cortland since 2011, involved in educational and research activities. Outside of advisory work, Purcell owns several businesses focused on creative content development, data services, and social media marketing, and serves on the board of directors for Conexeu, a company specializing in collagen-based medical technologies. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in assets for around 320 clients. The firm offers portfolio management, financial planning, and advisory services for alternative investments, employing a range of strategies from fundamental analysis to 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
Binghamton, NY
Most active in
Lynn P has reported serving >5 clients in these states in the last 12 months.
New York
Work history
Alpha Zero LLC
2025 - Present (1 year)
State University of New York at Cortland
2011 - Present (15 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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Hannah B
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Lindsay S
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Lesko Securities Inc.
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