Philip
Reynolds

Alchemi Wealth, LLC

CRD#1758555
Investment Advisor
in Essex, CT

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About this Advisor

Philip Reynolds is a financial advisor working out of Essex, Connecticut with 2 years of industry experience. Reynolds is currently employed by Alchemi Wealth, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Alchemi Wealth, LLC. Reynolds maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Alchemi Wealth, LLC is a company operating out of Essex, CT. It has a total of seven financial advisors. It oversees $175 million in assets under management among its 816 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 816 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Alchemi Wealth, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules are based on which service is provided. Fees charged by Alchemi Wealth, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

9A Novelty Lane
Essex, CT 06426

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Alchemi Wealth, LLC Brokerage Details

Total Assets Under Management

$174,874,621

CT Average: $5,297,377,271
Total Number of Employees

7

CT Average: 35
Total Number of Accounts

816

CT Average: 690
Average Account Size

$214,307

CT Average: $7,677,358

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

Philip has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Alchemi Wealth, LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Bryan Murphy
Essex, CT
Laurie Tomlinson
Essex, CT
Steven Johnson
Essex, CT
Philip Reynolds
Essex, CT
Michael Johnson
Essex, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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