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Michael G Errigo

Agemy Wealth Advisors, LLC

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About Michael G Errigo

Michael Errigo is a financial advisor registered with Agemy Wealth Advisors, LLC in Guilford, Connecticut. Michael has been working in the financial services industry since 2010 and has experience with investments, financial planning, and managing portfolios for both individuals and investment companies.

Firm Information

Michael Errigo 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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Michael Errigo’s Registration & Firm History

CT

11/02/2018 - Present

Agemy Wealth Advisors, LLC (GUILFORD CT)

NY

04/15/2013 - 03/06/2018

GWFS EQUITIES, INC. (NEW YORK NY)

NY

04/15/2010 - 03/28/2011

CHASE INVESTMENT SERVICES CORP. (GLEN OAKS NY)

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Licenses & Designations

IA

Issued 10/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael G Errigo.
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