Daniel J. Agemy

AGEMY WEALTH ADVISORS

DENVER, CO 80237

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CRD#: 5744683

Professional summary

Daniel Justin Agemy is a registered financial advisor currently at AGEMY WEALTH ADVISORS, LLC located in Denver, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 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, INVESTMENT RELATED 1570 BOSTON POST ROAD SUITE 200 GUILFORD, CT 06437 RETIREMENT PLANNING, ANNUITIES, LIFE INSURANCE, INVESTMENTS VICE PRESIDENT OF OPERATIONS AND PARTNER OF AGEMY FINANCIAL STRATEGIES RELATIONSHIP STARTED ON 11/2013 65 HOURS A MONTH 65 HOURS DURING SECURITY TRADING HOURS A MONTH I OVERSEE OPERATIONS, SERVICE CLIENTS, AND PROCESS SALES OF FIXED, INDEXED ANNUITIES AND LIFE INSURANCE SERENITY HILL OFFICE PARK LLC, NON-INVESTMENT RELATED 1570 BOSTON POST RD., SUITE 200, GUILFORD, CT 06437 RENTAL PROPERTY MANAGMENT OWNER SINCE 01/2018 1 HOUR/MTH NUMUIN CAPITAL, LLC, INVESTMENT RELATED 1570 BOSTON POST ROAD, SUITE 200 GUILFORD, CT 06437 OWNER SINCE 01/2022 24 HOURS A MONTH MINING BIT COIN AND DIGITAL ASSETS FINANCIAL STRATEGIES - RADIO SHOW ADDRESS SAME AS OFFICE RADIO SHOW HOST OWNER SINCE 06/2020 8 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Justin Agemy's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 7, 2016 - Present

AGEMY WEALTH ADVISORS, LLC

Office #1: 7900 East Union Avenue Suite 1100, Denver, CO 80237

RIA

CRD#: 218512

DENVER, CO

Past

November 7, 2014 - October 5, 2016

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

Denver, CO

Past

June 25, 2014 - October 5, 2016

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Denver, CO

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

Colorado
(2/24/2020)

IAR

Connecticut
(10/7/2016)

IAR

New York
(8/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/6/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/5/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/2014

General Securities Representative Examination

Current Firm

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)

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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

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	807
AUM (Assets Under Management)	$ 113,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel J. Agemy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Justin Agemy's CRS (Customer Relationship Summary).

Certified licenses

Experience

AGEMY WEALTH ADVISORS, LLC

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2014

SIE

Date: 10/5/2016

Series 7

Date: 6/24/2014

Current Firm

AGEMY WEALTH ADVISORS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AGEMY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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