EM
CFP · ChFC
EM
CFP · ChFC

Eric Mechler

13 Years of Experience
Boca Raton, FL
BrokerSells Insurance

Eric Mechler is a CFP, ChFC-designated registered investment advisor, based in Boca Raton, FL, with 13 years of industry experience.

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric is the Chief Strategy Officer of 1.2 Capital MGMT LLC, a cryptocurrency hedge fund, spending a few hours per week. He is also a life insurance producer for 2M Wealth MGMT LLC, dedicating minimal time, and a Managing Partner at Alpha Zero LLC, an RIA firm, spending about half his time.

Employment History
Current Registrations
The Leaders Group, INC.Broker
May 2024 - Present · 2 yrs
Alpha Zero LLC
May 2022 - Present · 4 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2020 - May 2022 · 2 yrs 2 mos
Paradigm Financial Partners, LLC
February 2020 - May 2022 · 2 yrs 3 mos
MML Investors Services, LLCBroker
March 2017 - March 2020 · 3 yrs
MML Investors Services, LLC
March 2017 - March 2020 · 3 yrs
Msi Financial Services, INC.
October 2012 - March 2017 · 4 yrs 5 mos
Msi Financial Services, INC.Broker
July 2012 - March 2017 · 4 yrs 8 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.