Andrew Agemy, financial advisor Guilford CT

Andrew Agemy

CRD Number: 2184176
Current Firm: Agemy Wealth Advisors, LLC

Andrew Agemy (CRD# 2184176) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Agemy Wealth Advisors LLC Guilford, CT Jul 2015 - Current 6
Agemy Financial Strategies, Inc. Guilford, CT Nov 1990 - Current 30
Client One Securities, LLC Leawood, KS Mar 2011 - Jul 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew A. Agemy
Phone Number: 203-738-0027
Registered State(s):
  • CT
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $83,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, CT, FL, NY

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