Daniel Agemy, financial advisor Guilford CT

Daniel Agemy

CRD 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.

Similar Advisors
Charles Green, financial advisor Guilford CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Debra Abbott-Walker, financial advisor Guilford CT
Debra A. Abbott-Walker
CRD# 5911611
Equitable Advisors, LLC
Similar Advisors
Yaldez Abdel Samed, financial advisor Guilford CT
Yaldez Abdel Samed
CRD# 5623606
Citizens Investment Services
Company Name Location Dates Years
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
Contact Info for Daniel J. Agemy
Phone Number: 203-738-0027
Registered State(s):
  • CO
  • CT
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.