Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Johnson is a Managing Member, Chief Compliance Officer and Investment Advisor Representative of Alchemi Wealth, LLC, based in Essex, CT. Steven has over 25 years of experience in the financial services industry. Steven has been registered with the state of Connecticut as an Investment Advisor Representative since January 2021. Steven provides financial planning and portfolio management services to individuals and businesses. Alchemi Wealth, LLC also provides investment advice to investment companies and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CT
01/11/2021 - Present
Alchemi Wealth, LLC (ESSEX CT)
CT
06/27/2008 - 03/12/2018
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
03/08/2006 - 07/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
07/27/1995 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NA
01/01/1987 - 07/19/1995
SHAWMUT BROKERAGE, INC.
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/29/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/22/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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