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AK

Andrew (. Kane

APOLLON WEALTH MANAGEMENT
Miami Beach, FL 33139
Some features on this profile are disabled
CRD#: 2419516
AK

Professional summary

Andrew (nmn) Kane, who also goes by Andrew Kane, Andy Kane, Andrew Satinsky, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Miami Beach, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Andrew has worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Kane | Andy Kane | Andrew Satinsky

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.
- DANA KAUFMAN REALTY -Investment related: no--1011 BRICKELL BAY DRIVE, SUITE 2650, MIAMI, FL 33131 - ENTITY FOR PERSONAL REAL ESTATE TRANSACTIONS - 100% OWNER SINCE 10/2005 - NO COMPENSATION- hours/month 0 - Condo Blue Diamond Board of Directors--investment related no--4779 Collins Ave, Miami Beach FL 33140--Board of Directors--Secretary--start date 12/2009--hours/month 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew (nmn) Kane'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

February 17, 2021 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 1601 Washington Ave, Suite 320, Miami Beach, FL 33139
RIA
CRD#: 291902
Miami Beach, FL
Past

February 26, 2021 - June 24, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Miami Beach, FL
Past

June 24, 2016 - December 31, 2020

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Miami Beach, FL
Past

January 22, 2016 - March 30, 2021

BLUE CHIP WEALTH MANAGEMENT, INC.

RIA
CRD#: 281083
MIAMI BEACH, FL
Past

October 16, 2015 - July 7, 2016

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
MIAMI BEACH, FL
Past

September 23, 2015 - March 22, 2016

DANIEL WEALTH ADVISORS

RIA
CRD#: 150382
Miami Beach, FL
Past

June 6, 2013 - October 16, 2015

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
MIAMI, FL
Past

June 2, 2011 - November 19, 2015

PLATINUM WEALTH PARTNERS

RIA
CRD#: 145507
MIAMI, FL
Past

November 22, 2010 - May 15, 2013

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
MIAMI, FL
Past

June 1, 2009 - November 19, 2010

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

June 1, 2009 - November 19, 2010

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
MIAMI, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
MIAMI, FL
Past

August 29, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
MIAMI, FL
Past

August 25, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
MIAMI, FL
Past

July 1, 2003 - August 13, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MIAMI, FL
Past

July 1, 2003 - August 13, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 30, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
MIAMI, FL
Past

October 30, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 3, 1998 - November 2, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 6, 1994 - April 15, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 23, 1993 - March 10, 1994

WORLD INVEST CORPORATION

BD
CRD#: 17223
DEERFIELD BEACH, FL

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
Florida
(2/17/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/3/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/27/1993
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 31
Date: 7/8/1996
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/1993
General Securities Representative 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)

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#: 291902Miami Beach, FL 33139

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