AA
Andrew A. Agemy
AGEMY WEALTH ADVISORS
DEVER, CO 80237
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CRD#: 2184176
AA
Professional summary
Andrew Allen Agemy is a registered financial advisor currently at AGEMY WEALTH ADVISORS, LLC located in Dever, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AGEMY FINANCIAL STRATEGIES,INC. NOT INVESTMENT RELATED, 741 BOSTON POST RD. SUITE 308 GUILFORD CT 06437..NATURE: L/H/DI/LTC INSURANCE AND FIXED ANNUITY SALES..POSITION: PROPRIETOR/AGENT..DUTIES: SALES & SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS..START: 11/1990..HRS PER MO: 80..HRS DURING TRADING: APPROX.10- 20..;I CURRENTLY PARTICIPATE IN EQUITY INDEXED ANNUITIES (EIA'S) CONNECTICUT SOUND TAX GROUP, INC. TAX PLANNING, PREPARATION & BOOKKEEPING; FOUNDER/OWNER/VP LAFAYETTE LIFE-ON THE AGENT ADVISORY COMMITTEE, NO COMPENSATION SERENITY HIILL OFFICE PARK, LLC - NON-INVESTMENT RELATED - 1570 BOSTON POST RD., GUILFORD, CT 06437 - RENTAL PROPERTY MANAGEMENT - OWNER - SINCE 01/2018 - 8 HRS/MTH THE RETIREMENT INCOME SOURCE. INVESTMENT RELATED. 6550 N. FEDERAL HIGHWAY, SUITE 512, FORT LAUDERDALE, FL 33308. FRANCHISEE OWNER. RETIREMENT INCOME MARKETING COMPANY FOR INDIVIDUALS LOOKING TO WORK WITH INCOME SPECIALISTS. FINANCIAL STRATEGIES RADIO SHOW; NON-INVESTMENT RELATED; OWNER/HOST; SAME OFFICE ADDRESS; SINCE: 06/2020; 8 HOURS PER MONTH. GOSPEL FOUNDATION OF NEW ENGLAND; NON-INVESTMENT RELATED; BOARD MEMBER/DIRECTOR; GROTON, CT; SINCE: 10/2024; 4 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Allen Agemy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 23, 2015 - Present
AGEMY WEALTH ADVISORS, LLC
Office #1: 7900 East Union Avenue Suite 1100, Dever, CO 80237RIA
CRD#: 218512
DEVER, CO
Past
August 6, 2012 - July 23, 2015
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
GUILFORD, CT
Past
March 11, 2011 - July 23, 2015
CREATIVEONE SECURITIES, LLC
BD
CRD#: 152974
GUILFORD, CT
Past
January 10, 2007 - March 11, 2011
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
GUILFORD, CT
Past
November 6, 1991 - December 31, 2006
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
GUILFORD, CT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(7/23/2015)
IAR
Florida(1/2/2019)
IAR
New York(8/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AGEMY WEALTH ADVISORS, LLC
AGEMY WEALTH ADVISORS, LLC
CRD#: 218512 / SEC#: 801-134548
Colorado
Registered Investment Advisory firm - (2/24/2020 Approved)Connecticut
Registered Investment Advisory firm - (7/22/2015 Approved)Florida
Registered Investment Advisory firm - (1/2/2019 Approved)New York
Registered Investment Advisory firm - (6/3/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7900 East Union Avenue Suite 1100, Dever, CO 80237
Mailing Address
Phone number
(203) 738-0027
Established
Firm type
Fiscal year end
# of Employees
5
Documents
Regulatory assets under management
| Total Number of Accounts | 807 |
| AUM (Assets Under Management) | $ 113,700,000 |
Red Flags
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