Bryan D. Murphy
Professional summary
Bryan Dean Murphy is a registered financial advisor currently at ALCHEMI WEALTH, LLC located in Essex, Connecticut.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bryan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Dean Murphy's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2021 - Present
ALCHEMI WEALTH, LLC
Office #1: 35 Pratt Street Suite 202, Essex, CT 06426February 26, 2010 - November 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
February 26, 2010 - November 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
October 12, 2001 - March 3, 2010
UBS FINANCIAL SERVICES INC.
September 7, 2001 - March 3, 2010
UBS FINANCIAL SERVICES INC.
October 24, 1994 - October 5, 2001
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
ALCHEMI WEALTH, LLC
CRD#: 310451 / SEC#: 801-119987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/19/2021)
Exams
Series 7TO
Date: 8/12/2022
General Securities Representative ExaminationSeries 8
Date: 8/19/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
ALCHEMI WEALTH, LLC
CRD#: 310451 / SEC#: 801-119987
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,055 |
| AUM (Assets Under Management) | $ 234,853,789 |
Red Flags
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