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EG

Edward T. Gardner

APOLLON WEALTH MANAGEMENT
New York, NY 10019
CRD#: 2412241
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EG
Edward Terrence Gardner JRAPOLLON WEALTH MANAGEMENT

Professional summary

Edward Terrence Gardner JR is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in New York, New York.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Edward has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 62 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Terrence Gardner JR'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

June 15, 2026 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 1330 Avenue Of The Americas, Suite 7a, New York, NY 10019
RIA
CRD#: 291902
New York, NY
Past

April 23, 2015 - September 11, 2015

EMPIRE ASSET MANAGEMENT COMPANY

BD
CRD#: 143007
NEW YORK,, NY
Past

October 3, 2013 - March 13, 2015

BURKE & QUICK PARTNERS LLC

BD
CRD#: 153521
UNIONDALE, NY
Past

February 12, 2008 - June 8, 2011

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
NEW YORK, NY
Past

November 28, 2006 - September 24, 2007

WYNSTON HILL CAPITAL, LLC

BD
CRD#: 103811
BRANDON, SD
Past

November 30, 1994 - May 11, 2005

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

January 13, 1994 - October 3, 1994

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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.

Highlighted states indicate IAR registrations

IAR
New York
(6/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/26/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/27/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/11/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 62
Date: 1/12/1994
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/12/2002
General Securities Principal Examination

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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (1/20/2026)

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#: 291902New York, NY 10019

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