Michael G. Errigo

AGEMY WEALTH ADVISORS

DEVER, CO 80237

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CRD#: 5771888

Professional summary

Michael G Errigo is a registered financial advisor currently at AGEMY WEALTH ADVISORS, LLC located in Dever, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE 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 SERVICES; NON-INVESTMENT RELATED; 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT 06437; MANAGER OF ACCOUNT SERVICES; START DATE: 02/2018; SPENDS APPROXIMATELY 70% OF HIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael G Errigo'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

November 2, 2018 - Present

AGEMY WEALTH ADVISORS, LLC

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

RIA

CRD#: 218512

DEVER, CO

Past

April 15, 2013 - March 6, 2018

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

NEW YORK, NY

Past

April 15, 2010 - March 28, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

GLEN OAKS, NY

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
(11/2/2018)

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 65

Date: 10/26/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/14/2010

Investment Company Products/Variable Contracts 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

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

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Michael G. Errigo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael G Errigo's CRS (Customer Relationship Summary).

Certified licenses

Experience

AGEMY WEALTH ADVISORS, LLC

EMPOWER FINANCIAL SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2018

Series 63

Date: 5/6/2010

SIE

Date: 3/6/2018

Series 6

Date: 4/14/2010

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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