Matthew Charles Baum
Investment adviser representative at Alpha Zero LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Alpha Zero LLCNov 2024 to now
- Ameriprise Financial Services, LLC.Oct 2022 to Nov 2024
- Edward JonesJul 2019 to Oct 2022
- Wallingford Public SchoolsNov 2018 to Jun 2019
- Edward JonesJun 2018 to Aug 2018
- Sage Dining ServicesOct 2017 to Jul 2019
- Jroos RestaurantMay 2017 to Aug 2017
- Mutual Security Credit UnionMay 2016 to May 2018
- MasonicareDec 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
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
- 6942874
- Firm CRD
- 319050