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Anthony Walter Leone

Alpha Zero LLC

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About Anthony Walter Leone

Anthony Leone is an investment advisor representative with Alpha Zero LLC. Anthony has been in the financial services industry for over 10 years and has experience in providing investment advice to individuals and businesses. Anthony specializes in portfolio management for individuals and financial planning. Anthony is registered to provide investment advice in Connecticut and Florida.

Firm Information

Anthony Leone is currently registered with Alpha Zero LLC. Alpha Zero LLC is an investment advisor located in Boca Raton, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. As of December 31, 2022, Alpha Zero LLC manages approximately $171,983,089 in regulatory assets under management. The firm has 6 investment adviser representatives and 4 licensed agents.
Alpha Zero LLC

2500 NORTH MILITARY TRAIL

BOCA RATON, FL 33431

$171.98M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Leone’s Registration & Firm History

FL

05/06/2022 - Present

Alpha Zero LLC (BOCA RATON FL)

CT

03/02/2020 - 05/17/2022

PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)

CT

03/25/2017 - 03/04/2020

MML INVESTORS SERVICES, LLC (SHELTON CT)

CT

10/21/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)

CT

11/05/2014 - 07/06/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)

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Licenses & Designations

BC

Issued 02/28/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Walter Leone.
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