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Alchemi Wealth, LLC CRD 310451
$287M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
35 Pratt Street Suite 202, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-02-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Essex | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Essex | CT | 11/2016 | 02/2021 |
| Alchemi Wealth, Llc | Essex | CT | 02/2021 | Present |
1) Insurance Agent, investment related, Lines of Authority include Life/Accident & Health or Sickness/Variable Life & Variable Annuity, Start Date 07/2007, approximately 5 hours/month devoted to this business with 5 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-29 |
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