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Jin Hu

Agilis Investment Management LLC

Wilton, CT

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Current Employers
Agilis Investment Management Llc

187 Danbury Road Suite 206, Wilton, CT 06897 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-13
TX RA APPROVED_RES 2025-06-11
  • CT RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED_RES
    Since 2025-06-11

Branch Locations

187 Danbury Road Suite 206, Wilton, CT 06897 • 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
Greenwich Investment Management, Inc. Norwalk CT 10/2015 10/2024
Round Rock Advisors Llc Wilton CT 11/2024 06/2025
Agilis Investment Managment Llc Wilton CT 04/2025 Present
  • 10/2015 → 10/2024
    Greenwich Investment Management, Inc.
    Norwalk, CT
  • 11/2024 → 06/2025
    Round Rock Advisors Llc
    Wilton, CT
  • 04/2025 → Present
    Agilis Investment Managment Llc
    Wilton, CT
Previous Registrations
  • 2024-11-01 → 2025-06-10
    Round Rock Advisors Llc
    Wilton, CT
  • 2020-11-04 → 2024-11-05
    Greenwich Investment Management, Inc.
    Norwalk, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-03
  • S65 Uniform Investment Adviser Law Examination
    2020-11-03

View on SEC IAPD

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NYDIA E. CONCEPCION
Scott Leonard Dynan
JEFFREY MITCHELL SHAW
Elaine Votier Biersack
Allison Costas
BERT THOMAS BOWLER
CRAIG DAN JENSEN

Other Offices

AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
ROUND ROCK ADVISORS LLC · WILTON, CT
STONEBRIDGE ADVISORS LLC · WILTON, CT
AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
OAK MANAGEMENT CORPORATION · WILTON, CT
MERIT FINANCIAL ADVISORS · Wilton, CT
OSAIC WEALTH, INC. · WILTON, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wilton, CT

More in Wilton, CT

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