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Grant D. O'bryan
ALCHEMY WEALTH MANAGEMENT
Billings, MT
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CRD#: 7949673
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Professional summary
Grant Desaussure O'bryan is a registered financial advisor currently at ALCHEMY WEALTH MANAGEMENT located in Billings, Montana.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grant has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Grant is currently serving as a commissioned officer in the U.S. Army Reserve. Grant's title is Public Works Officer, and his primary duties are: planning and resourcing training; preparing educational materials; and providing administrative assistance. Grant dedicates, on average, 16 hours a month for this role, normally on the weekend outside regular securities trading hours, but may be semiannually required to report for one to two days during regular trading hours. Additionally, Grant is obligated to report for a minimum of two consecutive weeks of training, normally during the summer months. The position is not investment-related. The business address is 1200 Westover Rd., Belton, MO 64012. Grant joined initially in November 2017 and anticipates separating into the Individual Ready Reserve within the 2024 calendar year. The Individual Ready Reserve members are typically inactive and unpaid, but in the event of a national emergency or contingency, Grant may be called back into active duty during the 4-year period commencing once he separates into the Individual Ready Reserve.
CRS (Client Relationship Summary) - RIA
Click below to view Grant Desaussure O'bryan's 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®
NoneExperience
Current
May 9, 2025 - Present
ALCHEMY WEALTH MANAGEMENT
RIA
CRD#: 311022
Billings, MT
Past
July 10, 2024 - September 25, 2024
ONE DAY IN JULY LLC
RIA
CRD#: 284335
Burlington, VT
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
California(5/9/2025)
IAR
Montana(6/18/2025)
IAR
Nevada(5/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AW
ALCHEMY WEALTH MANAGEMENT
ALCHEMY WEALTH MANAGEMENT | ALCHEMY WEALTH MANAGEMENT LLC
CRD#: 311022 / SEC#:
California
Registered Investment Advisory firm - (5/2/2022 Approved)Kansas
Registered Investment Advisory firm - (8/12/2025 Terminated)Montana
Registered Investment Advisory firm - (6/4/2025 Approved)Nevada
Registered Investment Advisory firm - (1/29/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Reno, NV
Mailing Address
Phone number
(775) 354-9556
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 196 |
| AUM (Assets Under Management) | $ 56,059,926 |
Red Flags
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