Philip
Reynolds
Alchemi Wealth, LLC
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About this Advisor
Philip Reynolds is a financial advisor based in Essex, Connecticut, working with Alchemi Wealth, LLC. Philip has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Alchemi Wealth, LLC. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Philip is part of Alchemi Wealth, LLC, which operates out of Essex, Connecticut. The firm has 8 employees and manages assets totaling $209.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Alchemi Wealth, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alchemi Wealth, LLC Brokerage Details
$209,334,679
8
969
$216,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Philip Reynolds Work History
Alchemi Wealth, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Philip Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alchemi Wealth, LLC
Essex, CT
Essex, CT
Essex, CT
Essex, CT
Essex, CT
Essex, CT
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