Michael S. Johnson

ALCHEMI WEALTH

Essex, CT 06426

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CRD#: 6682842

Professional summary

Michael Steven Johnson, who also goes by Michael Johnson, is a registered financial advisor currently at ALCHEMI WEALTH, LLC located in Essex, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Johnson

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Steven Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 6, 2021 - Present

ALCHEMI WEALTH, LLC

Office #1: 35 Pratt Street Suite 202, Essex, CT 06426

RIA

CRD#: 310451

Essex, CT

Past

January 2, 2019 - March 24, 2021

ALCHEMI WEALTH MANAGEMENT

RIA

CRD#: 297586

BOSTON, MA

Past

December 21, 2016 - March 13, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOSTON, MA

Past

October 21, 2016 - March 13, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALCHEMI WEALTH, LLC

CRD#: 310451 / SEC#: 801-119987

RIA

Registered Investment Advisory firm - (12/17/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/6/2021)

IAR

Massachusetts
(2/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2016

General Securities Representative Examination

Current Firm

ALCHEMI WEALTH, LLC

CRD#: 310451 / SEC#: 801-119987

RIA

Registered Investment Advisory firm - (12/17/2020 Approved)

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Contact information

Main Address

35 Pratt Street Suite 202, Essex, CT 06426

Mailing Address

Phone number

(860) 767-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALCHEMI WEALTH, LLC FORM ADV PART 2A BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	1,136
AUM (Assets Under Management)	$ 286,870,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael S. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Steven Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALCHEMI WEALTH, LLC

ALCHEMI WEALTH MANAGEMENT

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ALCHEMI WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2016

SIE

Date: 3/13/2018

Series 7

Date: 10/21/2016

Current Firm

ALCHEMI WEALTH, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALCHEMI WEALTH, LLC

TRUST BUT VERIFY

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