Briana
Andreoni
Apollon Wealth Management, LLC
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About this Advisor
Briana Andreoni is a financial advisor working out of Rockland, Maine who has 2 years of industry experience. Andreoni is currently employed by Apollon Wealth Management, LLC. Andreoni has gained experience at Ubs Financial Services Inc, Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments. Andreoni holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maine. Apollon Wealth Management, LLC is an advisory business operating out of Mount Pleasant, SC. The investment advisory business has offices in 34 locations and a total of 117 employees. It manages $3 billion in assets among its 11,192 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 11,192 accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. Apollon Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Apollon Wealth Management, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$3,362,897,429
117
11,192
$300,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Briana Andreoni Work History
Briana has been registered as a financial advisor for 2 years.*
Apollon Wealth Management, LLC
Purshe Kaplan Sterling Investments
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Briana Andreoni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apollon Wealth Management, LLC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Redondo Beach, CA
Mechanicsburg, PA
Aiken, SC
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