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Philip Bartow Reynolds

Alchemi Wealth, LLC

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About Philip Bartow Reynolds

Philip Bartow Reynolds is an investment advisor representative with Alchemi Wealth, LLC. Philip has been in the financial services industry for over 30 years. Philip is registered in Connecticut and has experience in providing financial planning and portfolio management for individuals and businesses. Philip also has experience in managing futures managed funds. Philip is committed to helping clients achieve their financial goals.

Firm Information

Philip Reynolds is currently registered with Alchemi Wealth, LLC. Alchemi Wealth, LLC is an investment advisor headquartered in Essex, CT. With 6 licensed agents, the firm manages approximately $209,334,679 in regulatory assets under management (RAUM). Alchemi Wealth, LLC specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. They primarily serve individuals other than high-net-worth, investment companies, and state or municipal government entities.
Alchemi Wealth, LLC

35 PRATT STREET

ESSEX, CT 06426

$209.33M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Reynolds’s Registration & Firm History

CT

02/05/2021 - Present

Alchemi Wealth, LLC (ESSEX CT)

CT

01/01/2008 - 02/08/2021

WELLS FARGO CLEARING SERVICES, LLC (ESSEX CT)

CT

10/07/1994 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ESSEX CT)

NA

05/18/1989 - 10/21/1994

LEHMAN BROTHERS INC.

NY

10/21/1987 - 10/21/1994

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/25/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/01/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Philip Bartow Reynolds. Review regulatory record here.
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