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Tony Nguy

Axiom Value Wealth Management LLC

Rockville, MD

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Current Employers
Axiom Value Wealth Management Llc

9211 Corporate Blvd Suite 200, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-22
MD RA APPROVED 2025-07-18
  • VA RA
    APPROVED
    Since 2025-07-22
  • MD RA
    APPROVED
    Since 2025-07-18

Branch Locations

9211 Corporate Blvd Suite 200, Rockville, MD 20850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 09/2013 08/2024
Truist Investments Bethesda MD 07/2013 08/2024
Suntrust Advisory Services, Inc. Atlanta GA 09/2016 07/2017
Suntrust Advisory Services, Inc. Atlanta GA 03/2020 08/2024
Osaic Wealth, Inc. Eden Prairie MN 10/2024 04/2025
Usadvisors Wealth Management, Llc Rockville MD 09/2024 04/2025
Osaic Wealth Scottsdale AZ 09/2024 04/2025
Axiom Value Wealth Management Llc Rockville MD 04/2025 Present
Axiom Value Wealth Management Llc Rockville MD 04/2025 Present
  • 09/2013 → 08/2024
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 07/2013 → 08/2024
    Truist Investments
    Bethesda, MD
  • 09/2016 → 07/2017
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 03/2020 → 08/2024
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 10/2024 → 04/2025
    Osaic Wealth, Inc.
    Eden Prairie, MN
  • 09/2024 → 04/2025
    Usadvisors Wealth Management, Llc
    Rockville, MD
  • 09/2024 → 04/2025
    Osaic Wealth
    Scottsdale, AZ
  • 04/2025 → Present
    Axiom Value Wealth Management Llc
    Rockville, MD
  • 04/2025 → Present
    Axiom Value Wealth Management Llc
    Rockville, MD
Previous Registrations
Other Businesses

Tony Nguy is an independent licensed insurance agent with Axiom Value LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-06
S63 Uniform Securities Agent State Law Examination 2008-05-28
  • S65 Uniform Investment Adviser Law Examination
    2020-03-06
  • S63 Uniform Securities Agent State Law Examination
    2008-05-28
Other Names
  • Tony N/A Nguy

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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