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Daniel Justin Agemy

Agemy Wealth Advisors, LLC

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About Daniel Justin Agemy

Daniel Agemy is an investment advisor representative registered with Agemy Wealth Advisors, LLC in Connecticut, Colorado and New York. Daniel has been in the industry since June 2014 and holds the Series 66, Series 7 and SIE licenses. He is a Vice President of Operations and Partner of Agemy Financial Strategies, which provides retirement planning, annuities, life insurance and investment services. Daniel also owns and operates Serenity Hill Office Park LLC, a rental property management company. In addition, he owns Numuin Capital, LLC, which mines bitcoin and digital assets. Daniel also hosts a radio show, Financial Strategies, where he shares his expertise with listeners. Daniel provides financial planning and portfolio management services to individuals, charitable organizations, pension and profit-sharing plans and other clients.

Firm Information

Daniel 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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Daniel Agemy’s Registration & Firm History

CT

08/07/2021 - Present

Agemy Wealth Advisors, LLC (GUILFORD CT)

CO

06/25/2014 - 10/05/2016

CLIENT ONE SECURITIES LLC (Denver CO)

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Licenses & Designations

BOTH

Issued 11/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Justin Agemy.
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