RW
Ryan B. Wibberley
APOLLON WEALTH MANAGEMENT
Owing Mills, MD 21117
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CRD#: 2370778
RW
Professional summary
Ryan Bruce Wibberley, AIF® is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Owing Mills, Maryland and PURSHE KAPLAN STERLING INVESTMENTS located in Rockville, Maryland.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Ryan has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
- Apollon Wealth Management. Investment related. At Registered Location. RIA. Financial Advisor. Start Date: 10/01/2024. 160 hrs/ month; all during trading hours. Provide financial advisory and financial planning services to individual clients for advisory fees. - CIC Risk Management Group-Not investment related- 1101 Wootton Parkway, Suite 980, Rockville, MD 20852-Sale of appropriate insurance policies to individuals looking to insure certain risks.-Agent-11/2017-2 hrs/mth-2 during trading hrs-As an insurance agent, I recommend and sell insurance policies to clients, to that need to cover specific risks. Typically, the types of policies are Life, Disability, and Long-Term Care. - Metropolitan Police Department- Not investment related- 300 Indiana Ave, NW, Washington, DC. 20001- Police Department- Reserve Officer- 7/21/2023- 24 hrs/month- The role of a non-compensated Reserve Officer is to support the officers of the Metropolitan Police Department in their duties. - Alchemy Holdings, LLC. | Entity for Business Operations; Holding Company for managing revenue and expenses for securities business activity. | No securities business is conducted through this entity, this services solely as a holding company. - CIC Wealth Holdings, LLC | Entity for Business Operations; Holding Company for managing revenue and expenses for securities business activity. | No securities business is conducted through this entity, this services solely as a holding company.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Bruce Wibberley's 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®
Experience
Current
October 7, 2024 - Present
APOLLON WEALTH MANAGEMENT, LLC
Office #1: 10451 Mill Run Circle Suite 1000, Owing Mills, MD 21117RIA
CRD#: 291902
Owing Mills, MD
Current
November 13, 2017 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1101 Wootton Parkway Suite 980, Rockville, MD 20852BD
CRD#: 35747
Rockville, MD
Past
November 13, 2017 - December 31, 2024
CIC WEALTH, LLC
RIA
CRD#: 290198
Rockville, MD
Past
May 3, 1999 - November 13, 2017
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
COLUMBIA, MD
Past
March 12, 1999 - November 13, 2017
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
COLUMBIA, MD
Past
September 18, 1995 - March 19, 1999
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
August 24, 1994 - October 3, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 30, 1993 - August 9, 1994
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 30, 1993 - August 9, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Alabama(11/13/2017)
RR
Arizona(9/26/2019)
RR
California(6/27/2019)
RR
Delaware(8/24/2023)
RR
District of Columbia(11/13/2017)
RR
Florida(11/13/2017)
RR
Georgia(6/27/2019)
RR
Illinois(11/10/2025)
RR
Indiana(11/13/2017)
RR
Maryland(11/13/2017)
IAR
Maryland(10/7/2024)
RR
Missouri(8/24/2023)
RR
New Jersey(11/13/2017)
RR
New York(11/13/2017)
RR
North Carolina(4/20/2018)
RR
Ohio(11/12/2025)
RR
Pennsylvania(12/7/2017)
RR
South Carolina(12/7/2017)
RR
Texas(11/13/2017)
RR
Vermont(10/28/2025)
RR
Virginia(11/13/2017)
RR
Washington(6/27/2019)
RR
West Virginia(11/13/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 20,798 |
| AUM (Assets Under Management) | $ 7,720,756,861 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
APOLLON WEALTH MANAGEMENT, LLC
CRD#: 291902Owing Mills, MD 21117TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
