Eric D. Mechler

ALPHA ZERO LLC

Boca Raton, FL 33431

Some features on this profile are disabled

CRD#: 5678805

Professional summary

Eric David Mechler, AIF®, CFP®, ChFC®, who also goes by Eric D Mechler, Eric David Mechler, is a registered financial advisor currently at ALPHA ZERO LLC located in Boca Raton, Florida and THE LEADERS GROUP, INC. located in Boca Raton, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Eric has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric D Mechler | Eric David Mechler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 1.2 CAPITAL MGMT LLC - 9/1/2022 - Albany, NY - Chief Strategy Officer, Oversee firm initiatives, Invt Rel, Cryptocurrency hedge fund, 10 hrs/mo; 10 hrs/mo (during trading hours) 2) 2M WEALTH MGMT LLC - 3/1/2020 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - Life insurance producer, Life insurance producer, Not Invt Rel, Insurance business, 2 hrs/mo; 2hrs/mo (during trading hours). 3) ALPHA ZERO LLC - 5/1/2022 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - Managing Partner, Oversee company, Invt Rel, RIA firm, 100 hrs/mo; 80 hrs/mo (during trading hours). 4) The Leaders Group, INC- 05/01/2024 - 26 W Dry Creek Cir. Suite 800 Littleton CO 80120 - Registered Admin - Independent Broker Dealer - Registered Rep at Leaders Group but will not be registered with the BD to solicit business. He will be able to service variable contracts - 5hrs/mo (during trading hours); 0 hrs/mo (outside trading hours). 5) Managing member of BGV, LLC, an entity used to fund start-up investments.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric David Mechler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2019

ChFC^®

Chartered Financial Consultant

Experience

Current

May 6, 2022 - Present

ALPHA ZERO LLC

Office #1: 2500 North Military Trail Suite 316, Boca Raton, FL 33431

RIA

CRD#: 319050

Boca Raton, FL

Current

May 1, 2024 - Present

THE LEADERS GROUP, INC.

Office #1: 2500 N Military Trail, Suite 316, Boca Raton, FL 33431

CRD#: 37157

Boca Raton, FL

Past

March 2, 2020 - May 3, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Westport, CT

Past

February 28, 2020 - May 6, 2022

TRIVIUM POINT ADVISORY, LLC

RIA

CRD#: 292182

WESTPORT, CT

Past

March 25, 2017 - March 4, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SHELTON, CT

Past

March 25, 2017 - March 4, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

SHELTON, CT

Past

October 31, 2012 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SHELTON, CT

Past

July 26, 2012 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SHELTON, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALPHA ZERO LLC

2M WEALTH MANAGEMENT LLC | ALPHA ZERO WEALTH | ALPHA ZERO LLC | ALPHA ZERO

CRD#: 319050 / SEC#: 801-124738

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(5/6/2022)

Florida
(5/1/2024)

IAR

Texas
(12/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALPHA ZERO LLC

2M WEALTH MANAGEMENT LLC | ALPHA ZERO WEALTH | ALPHA ZERO LLC | ALPHA ZERO

CRD#: 319050 / SEC#: 801-124738

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 North Military Trail Suite 316, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 576-2599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- ALPHA ZERO LLC (8/13/2025)

Regulatory assets under management

Total Number of Accounts	707
AUM (Assets Under Management)	$ 183,214,928

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric D. Mechler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric David Mechler's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

PURSHE KAPLAN STERLING INVESTMENTS

TRIVIUM POINT ADVISORY, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALPHA ZERO LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2012

FINRA

Current Firm

ALPHA ZERO LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALPHA ZERO LLC

TRUST BUT VERIFY

Similar Advisors