Unclaimed Profile

Steven John Johnson

ALCHEMI WEALTH, LLC·ESSEX, Connecticut

SIE, Series 3, Series 7, Series 8, Series 26, Series 53, Series 63, Series 6519 years registeredALCHEMI WEALTH, LLC

35 PRATT STREET, ESSEX, CT 06426CRD# 1566648Firm CRD# 310451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven John Johnson · ESSEX, CT

Registration

CRD #1566648 · ALCHEMI WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ALCHEMI WEALTH, LLC

Jan 2021 – present

ALCHEMI WEALTH MANAGEMENT

Jan 2019 – Mar 2021

BOSTON, MA

WELLS FARGO CLEARING SERVICES, LLC

Jun 2008 – Mar 2018

GLASTONBURY, CT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2006 – Jul 2008

HARTFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 26

Series 53

Series 63

Series 65

Registration record

First registered · September 5, 2006

Years registered · 19

Disclosure History

2019Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ALCHEMI WEALTH, LLC

CRD 310451 · SEC 801-119987

AUM

$209M

Regulatory assets under management

Employees

969 client accounts

Services offered by ALCHEMI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALCHEMI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Steven John Johnson offer?

Steven John Johnson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ESSEX, Connecticut for a consultation.

What are Steven John Johnson's credentials?

Steven John Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven John Johnson located?

Steven John Johnson is based in ESSEX, Connecticut, working with ALCHEMI WEALTH, LLC. Their office serves clients in the ESSEX metropolitan area and surrounding communities.

How does Steven John Johnson charge for services?

Steven John Johnson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALCHEMI WEALTH, LLC?

ALCHEMI WEALTH, LLC has approximately 8 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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