Anthony W. Leone

ALPHA ZERO LLC

Boca Raton, FL 33431

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CRD#: 6319219

Professional summary

Anthony Walter Leone, who also goes by Anthony Leone, Tony Leone, is a registered financial advisor currently at ALPHA ZERO LLC located in Boca Raton, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Anthony has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Leone | Tony Leone

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.

Registered Representative at Purshe Kaplan Sterling Investments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Walter Leone'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®

None

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

Past

March 2, 2020 - May 17, 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

December 3, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GLASTONBURY, CT

Past

October 21, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GLASTONBURY, CT

Past

March 13, 2015 - July 6, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WEST HARTFORD, CT

Past

November 5, 2014 - July 6, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WEST HARTFORD, 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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/21/2022)

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.

Exams

State Security Law Exam

Series 63

Date: 2/28/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/3/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2014

General Securities Representative Examination

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)

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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.

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Advisor Monitoring

Firm Stability Insights

Anthony W. Leone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Walter Leone's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

TRIVIUM POINT ADVISORY, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ALPHA ZERO LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/2015

Series 65

Date: 12/3/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/5/2014

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

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