Daniel AgemyCRD Number: 5744683
Current Firm: Agemy Wealth Advisors, LLC
Daniel Agemy (CRD# 5744683) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 6 years of experience in the finance industry.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|Agemy Wealth Advisors, LLC||Guilford, CT||Oct 2016 - Current||5|
|Agemy Financial Strategies||Guilford, CT||Nov 2013 - Current||7|
|Client One Securities LLC||Denver, CO||Jun 2014 - Oct 2016||2|
|Trench Right||Denver, CO||May 2013 - Nov 2013||< 1|
|Unemployed||Westbrook, CT||Nov 2012 - May 2013||< 1|
|Agemy Financial Strategies||Guilford, Ct, CT||Nov 2009 - Nov 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management54MILLIONS
Total Number of Accounts645ACCOUNTS
Average Account Value$83,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, CT, FL, NY
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