Unclaimed Profile

Eric Nils Sterner

APOLLON FINANCIAL, LLC·MOUNT PLEASANT, South Carolina

Series 4, Series 7, Series 8, Series 24, Series 63, Series 65CFAClean record7 years registeredAPOLLON FINANCIAL, LLC

111 COLEMAN BLVD, MOUNT PLEASANT, SC 29464CRD# 2621354Firm CRD# 321217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Nils Sterner · MOUNT PLEASANT, SC

Registration

CRD #2621354 · APOLLON FINANCIAL, LLC · 7 years registered

Brand Profile

Not yet started

Career History

APOLLON FINANCIAL, LLC

Feb 2023 – present

APOLLON WEALTH MANAGEMENT, LLC

Nov 2022 – present

PRUDENTIAL CUSTOMER SOLUTIONS LLC

Apr 2019 – Aug 2021

NEWARK, NJ

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · April 18, 2019

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APOLLON FINANCIAL, LLC

CRD 321217 · SEC 801-125787

AUM

$482M

Regulatory assets under management

Employees

927 client accounts

Services offered by APOLLON FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APOLLON FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Nils Sterner offer?

Eric Nils Sterner specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Eric Nils Sterner's credentials?

Eric Nils Sterner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Nils Sterner located?

Eric Nils Sterner is based in MOUNT PLEASANT, South Carolina, working with APOLLON FINANCIAL, LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Eric Nils Sterner charge for services?

Eric Nils Sterner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APOLLON FINANCIAL, LLC?

APOLLON FINANCIAL, LLC has approximately 10 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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