AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RS

Robert J. Savino

APOLLON WEALTH MANAGEMENT
NEWTON, PA 18940
Some features on this profile are disabled
CRD#: 1300981
RS

Professional summary

Robert Joseph Savino, who also goes by Rob Savino, Robert J Savino, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Newton, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Newtown, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob Savino | Robert J Savino

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Prism Advisory Group, LLC; Investment Related; 4 Caufield Place, Suite 102, Newtown, PA 18940; Investment Advisory; Managing Member; 12/2009; 172 Hrs/Mth; Investment Advice, Financial Planning to Clients 2) Apollon Insurance Solutions, LLC; Investment Related; 2 Wharfside St, Ste 2-o, Charleston SC 29401; Fixed Insurance Sales; Agent; 2/2021; 1 hour/month; insurance advice and sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Savino's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 17, 2021 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 4 Caufield Place Suite 102, Newton, PA 18940
RIA
CRD#: 291902
NEWTON, PA
Current

January 8, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 4 Caufield Place Suite 102, Newtown, PA 18940
BD
CRD#: 35747
Newtown, PA
Past

January 2, 2018 - December 31, 2020

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
Newtown, PA
Past

January 19, 2010 - September 21, 2021

PRISM ADVISORY GROUP, LLC

RIA
CRD#: 152555
NEWTOWN, PA
Past

January 4, 2010 - December 31, 2017

MCDONALD PARTNERS LLC

RIA
CRD#: 135414
NEWTOWN, PA
Past

December 17, 2009 - December 31, 2017

MCDONALD PARTNERS LLC

BD
CRD#: 135414
NEWTOWN, PA
Past

September 14, 2009 - December 24, 2009

AMERICAN SECURITIES GROUP, INC.

RIA
CRD#: 43730
LAWRENCEVILLE, NJ
Past

July 14, 2009 - December 24, 2009

AMERICAN SECURITIES GROUP, INC.

BD
CRD#: 43730
LAWRENCEVILLE, NJ
Past

June 19, 2009 - July 31, 2009

AMERICAN SECURITIES GROUP, INC.

RIA
CRD#: 43730
LAWRENCEVILLE, NJ
Past

August 23, 2007 - June 8, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
PRINCETON, NJ
Past

March 29, 2007 - April 30, 2007

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA
CRD#: 109729
MILWAUKEE, WI
Past

January 19, 2007 - March 29, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
PRINCETON, NJ
Past

September 12, 1987 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

June 30, 1987 - June 8, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
PRINCETON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

CRD#: 291902 / SEC#: 801-112350

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(5/19/2023)
RR
California
(1/10/2023)
RR
Connecticut
(12/15/2021)
RR
Delaware
(7/26/2022)
RR
District of Columbia
(1/18/2023)
RR
Florida
(1/8/2021)
RR
New Jersey
(1/8/2021)
RR
New York
(1/8/2021)
RR
North Carolina
(3/1/2022)
RR
Ohio
(12/16/2024)
RR
Pennsylvania
(1/8/2021)
IAR
Pennsylvania
(8/17/2021)
RR
South Carolina
(1/8/2021)
RR
Texas
(2/6/2025)
RR
Virginia
(1/8/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/12/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/2/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/29/1987
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

CRD#: 291902 / SEC#: 801-112350

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 579-0018
Established
Firm type
Fiscal year end
# of Employees
179

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts20,798
AUM (Assets Under Management)$ 7,720,756,861

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902Newton, PA 18940

TRUST BUT VERIFY

Monitor Robert Savino

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Boris Niko
Boris NikoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Feasterville, PA
David Richard Ducharme
David DucharmeAdvisorCheck Check Mark
DUCHARME WEALTH ADVISORS, LLC
IAR
Jenkintown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics