Bryan Dean 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures on record.
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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALCHEMI WEALTH, LLC
Contact Information
Main Address
35 Pratt Street Suite 202, Essex, CT 06426Phone Number
(860) 767-7500# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,136AUM (Assets Under Management)
$286,870,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ALCHEMI WEALTH, LLC
State Registrations and Notice Filings
(11/19/2021)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bryan Dean Murphy's CRS (Customer Relationship Summary).
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