Eric Mechler
Investment adviser representative at Alpha Zero LLC
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$269.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Leaders Group IncMay 2024 to now
- Alpha Zero LLCMay 2022 to now
- 2m Wealth Management LLCApr 2022 to now
- Purshe Kaplan Sterling Investments, Inc.Mar 2020 to May 2022
- Paradigm Financial Partners, LLCMar 2020 to Apr 2022
- MML Investor ServicesMar 2017 to Mar 2020
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Feb 2020
- Barnum Financial GroupOct 2012 to Feb 2020
- Metlife Securities IncJul 2012 to Mar 2017
- Msi Financial ServicesJul 2012 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Alpha Zero LLC
$269.8MAssets managed
422Clients
10Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5678805
- Firm CRD
- 319050