Robert
Savino
Apollon Wealth Management, LLC
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About this Advisor
Robert Savino is a chartered financial consultant working in Newtown, Pennsylvania with 2 years of industry experience. Savino works at Apollon Wealth Management, LLC. During their career, the advisor has held roles at Thomas Mcdonald Partners LLC, Prism Advisory Group, LLC, Purshe Kaplan Sterling Investments, Frontier Solutions, LLC and Apollon Wealth Management, LLC. Savino has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in Pennsylvania. Apollon Wealth Management, LLC is a financial advisory firm that has its headquarters in Mount Pleasant, SC. The company has offices in 34 locations and a total of 117 advisors. It oversees $3 billion in total assets among its 11,192 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises five charities and foundations. Of its 11,192 accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a diverse assortment 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. Financial management fee schedules depend on which service is provided. However, fees billed by Apollon Wealth Management, LLC likely consist 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
Robert Savino Work History
Robert has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Apollon Wealth Management, LLC
Prism Advisory Group, LLC
Frontier Solutions, LLC
Thomas Mcdonald Partners LLC
*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 Robert Savino 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
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mechanicsburg, PA
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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