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Andrew Allen Agemy

Agemy Wealth Advisors, LLC

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About Andrew Allen Agemy

Andrew Allen Agemy is a financial advisor with over 30 years of experience in the industry. Andrew is currently registered as an Investment Advisor Representative with Agemy Wealth Advisors, LLC in Connecticut, Florida and New York. Andrew specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Previously, Andrew was a registered representative with Client One Securities LLC, Broker Dealer Financial Services Corp. and MML Investors Services, Inc. Andrew holds Series 6, 7, 63 and 65 licenses and the SIE exam.

Firm Information

Andrew Agemy is currently registered with Agemy Wealth Advisors, LLC. Agemy Wealth Advisors, LLC is a financial advisory firm with 4 licensed agents, offering financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. The firm manages approximately $74 million in assets.

$74.00M

Assets Under Management

20

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Agemy’s Registration & Firm History

CT

08/07/2021 - Present

Agemy Wealth Advisors, LLC (GUILFORD CT)

CT

03/11/2011 - 07/23/2015

CLIENT ONE SECURITIES LLC (GUILFORD CT)

CT

01/10/2007 - 03/11/2011

BROKER DEALER FINANCIAL SERVICES CORP. (GUILFORD CT)

CT

11/06/1991 - 12/31/2006

MML INVESTORS SERVICES, INC. (GUILFORD CT)

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Licenses & Designations

IA

Issued 08/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew Allen Agemy. Review regulatory record here.
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