Andrew Allen Agemy
Investment adviser representative at Agemy Wealth Advisors, LLC
36 yearsExperience
3 statesRegistered in
$130.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Agemy Wealth Advisors, LLCJul 2015 to now
- Agemy Financial Strategies, Inc.Nov 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, NY).
Agemy Wealth Advisors, LLC
$130.5MAssets managed
404Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2184176
- Firm CRD
- 218512