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Steven J
Series 63, Series 65
Essex, CT
Alchemi Wealth, LLC
Steven Johnson is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Johnson is the Managing Partner of Alchemi Funds Management Group, which allocates investor capital into various funds, and also serves as Managing Director of Alchemi Capital LLC, a firm supporting start-up companies with digital access to growth resources. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities, managing approximately $286.9 million in discretionary assets. The firm employs multiple analytical approaches and implements both long- and short-term strategies, offering customized portfolios and comprehensive financial planning.
Michael J
CFP®, Series 66
Essex, CT
Alchemi Wealth, LLC
Michael Johnson is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Johnson holds a Series 66 license and is based in Essex, CT. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets using a range of analytical approaches and offers customized portfolio construction along with cash-flow, tax, estate, and retirement planning.
Stephen J
Series 65
Essex, CT
Alchemi Wealth, LLC
Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.
Philip R
Series 63, Series 65
Essex, CT
Alchemi Wealth, LLC
Philip Reynolds is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and A. G. Edwards & Sons, Inc. Reynolds is also a licensed insurance agent for life and health-related products. Alchemi Wealth, LLC manages discretionary and non-discretionary investment portfolios and provides financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a variety of analytical methods and trading strategies, serving over 1,100 clients with approximately $287 million in discretionary assets under management.
Bryan M
Series 63, Series 65
Essex, CT
Alchemi Wealth, LLC
Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Alchemi Wealth in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Alchemi Wealth, LLC serves individuals, trusts, estates, corporations, and charitable entities, managing approximately $287 million in discretionary assets. The firm offers customized portfolio construction and financial planning using a range of analytical approaches and trading strategies tailored to client objectives.
Laurie T
Series 63
Essex, CT
Alchemi Wealth, LLC
Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Additionally, she is licensed as an insurance agent with authority in life and health products. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a diverse range of analytical approaches and offers customized portfolios along with ongoing financial planning and asset management.
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