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Lynn S. Purcell

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CRD#: 8045872
LP
Lynn Sebastian Purcell PhD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lynn Sebastian Purcell PhD was a registered financial professional .

Lynn is a previously registered financial professional and started their career in finance in 2025. Lynn had worked at 1 firm and has passed the Series 65 exam.

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 17, 2025 - July 8, 2026

ALPHA ZERO LLC

RIA
CRD#: 319050
Binghamton, NY

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".
AZ
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/16/2025
Uniform Investment Adviser Law Examination

Current Firm


AZ
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
8

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 Accounts707
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.

Company Information


ALPHA ZERO LLC

CRD#: 319050

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