Anthony Leone
Alpha Zero · Boca Raton, Florida
Anthony Leone is a fee-only financial advisor at Alpha Zero in Boca Raton, Florida. Alpha Zero reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Founders
- Executives
Facts
| Firm | Alpha Zero |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $269.8M across 456 accounts |
| SEC registration | Investment adviser representative in CT · CRD 6319219 |
| Exams passed | Series 63 (2015) · Series 65 (2013) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.alphazerowealth.com |
| Profile |
How Anthony's firm compares
- Alpha Zero's average account is about $592,000, from its Form ADV (assets managed divided by 456 accounts).
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Questions about Anthony
Is Anthony Leone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Alpha Zero reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Alpha Zero, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Anthony Leone based?
Anthony Leone is based in Boca Raton, Florida.
Is Anthony Leone registered with the SEC?
Yes. Anthony Leone is registered as an investment adviser representative in CT (CRD 6319219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Zero manage?
Alpha Zero reports $269.8M across 456 accounts in assets under management.
How do I contact Anthony Leone?
Through Anthony's website, www.alphazerowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alpha Zero website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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