RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Eric Mechler
- Business email
- eric@alphazerowealth.comreportedalphazerowealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Alpha Zero LLC independent RIA currentsince May 6, 2022 · Boca Raton, Fl
- Trivium Point Advisory, LLC independent RIAFeb 28, 2020 to May 6, 2022 · Wilton, Ct
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Mar 4, 2020 · Shelton, Ct
- Msi Financial Services, Inc. formerOct 31, 2012 to Mar 25, 2017 · Shelton, Ct
- Trivium Point Advisory, LLC to Alpha Zero LLCleft May 6, 2022, registered May 6, 2022 (0 days) · RIA to a newly registered adviser · moved with a team
- MML Investors Services, LLC to Trivium Point Advisory, LLCleft Mar 4, 2020, registered Feb 28, 2020 (-5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Eric Mechler left Trivium Point Advisory, Llc for Alpha Zero Llc (registered 2022-05-06)May 6, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address