Andrew Allen Agemy

Current Employers

Agemy Wealth Advisors, Llc

7900 East Union Avenue Suite 1100, Dever, CO 80237 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-18
NY	RA	APPROVED	2021-08-07
CT	RA	APPROVED	2015-07-23

FL RA
APPROVED

Since 2025-12-18
NY RA
APPROVED

Since 2021-08-07
CT RA
APPROVED

Since 2015-07-23

Branch Locations

7900 East Union Avenue Suite 1100, Dever, CO 80237 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Agemy Wealth Advisors Llc	Guilford	CT	07/2015	Present
Agemy Financial Strategies, Inc.	Guilford	CT	11/1990	Present

07/2015 → Present

Agemy Wealth Advisors Llc

Guilford, CT
11/1990 → Present

Agemy Financial Strategies, Inc.

Guilford, CT

Previous Registrations

2012-08-06 → 2015-07-23

Creativeone Securities, Llc

Overland Park, KS

Guilford, CT

Other Businesses

AGEMY FINANCIAL STRATEGIES,INC. NOT INVESTMENT RELATED, 741 BOSTON POST RD. SUITE 308 GUILFORD CT 06437..NATURE: L/H/DI/LTC INSURANCE AND FIXED ANNUITY SALES..POSITION: PROPRIETOR/AGENT..DUTIES: SALES & SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS..START: 11/1990..HRS PER MO: 80..HRS DURING TRADING: APPROX.10- 20..;I CURRENTLY PARTICIPATE IN EQUITY INDEXED ANNUITIES (EIA'S) CONNECTICUT SOUND TAX GROUP, INC. TAX PLANNING, PREPARATION & BOOKKEEPING; FOUNDER/OWNER/VP LAFAYETTE LIFE-ON THE AGENT ADVISORY COMMITTEE, NO COMPENSATION SERENITY HIILL OFFICE PARK, LLC - NON-INVESTMENT RELATED - 1570 BOSTON POST RD., GUILFORD, CT 06437 - RENTAL PROPERTY MANAGEMENT - OWNER - SINCE 01/2018 - 8 HRS/MTH THE RETIREMENT INCOME SOURCE. INVESTMENT RELATED. 6550 N. FEDERAL HIGHWAY, SUITE 512, FORT LAUDERDALE, FL 33308. FRANCHISEE OWNER. RETIREMENT INCOME MARKETING COMPANY FOR INDIVIDUALS LOOKING TO WORK WITH INCOME SPECIALISTS. FINANCIAL STRATEGIES RADIO SHOW; NON-INVESTMENT RELATED; OWNER/HOST; SAME OFFICE ADDRESS; SINCE: 06/2020; 8 HOURS PER MONTH. GOSPEL FOUNDATION OF NEW ENGLAND; NON-INVESTMENT RELATED; BOARD MEMBER/DIRECTOR; GROTON, CT; SINCE: 10/2024; 4 HOURS PER MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-08-04
S63	Uniform Securities Agent State Law Examination	1993-10-29

S65 Uniform Investment Adviser Law Examination

2012-08-04
S63 Uniform Securities Agent State Law Examination

1993-10-29

View on SEC IAPD