Unclaimed Profile

Michael Jason Dolberg

APOLLON WEALTH MANAGEMENT, LLC·MOUNT PLEASANT, South Carolina

SIE, Series 6, Series 7, Series 9, Series 10, Series 26, Series 63, Series 65, Series 99TOChFCClean record15 years registeredAPOLLON WEALTH MANAGEMENT, LLC

835 COLEMAN BLVD, MOUNT PLEASANT, SC 29464CRD# 4699964Firm CRD# 291902

Profile Verification

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

Identity

Michael Jason Dolberg · MOUNT PLEASANT, SC

Registration

CRD #4699964 · APOLLON WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

Mar 2018 – present

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Sep 2010 – Mar 2018

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · September 15, 2010

Years registered · 15

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APOLLON WEALTH MANAGEMENT, LLC

CRD 291902 · SEC 801-112350

AUM

$5.5B

Regulatory assets under management

Employees

167

15,301 client accounts

Services offered by APOLLON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at APOLLON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Jason Dolberg offer?

Michael Jason Dolberg specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Michael Jason Dolberg's credentials?

Michael Jason Dolberg holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Jason Dolberg located?

Michael Jason Dolberg is based in MOUNT PLEASANT, South Carolina, working with APOLLON WEALTH MANAGEMENT, LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Michael Jason Dolberg charge for services?

Michael Jason Dolberg'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 WEALTH MANAGEMENT, LLC?

APOLLON WEALTH MANAGEMENT, LLC has approximately 167 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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