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Matthew J. Baltuch

APOLLON WEALTH MANAGEMENT
West Palm Beach, FL
Some features on this profile are disabled
CRD#: 2701758
MB
Matthew J BaltuchAPOLLON WEALTH MANAGEMENT

Professional summary

Matthew J Baltuch, who also goes by Matt Baltuch, Matthew Jon Baltuch, Matthew Baltuch, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in West Palm Beach, Florida and CABOT LODGE SECURITIES LLC located in West Palm Beach, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Matthew has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10, Series 8 and Series 24 exams.

Aliases

Matt Baltuch | Matthew Jon Baltuch | Matthew Baltuch

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 Matthew J Baltuch'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

July 17, 2026 - Present

APOLLON WEALTH MANAGEMENT, LLC

RIA
CRD#: 291902
West Palm Beach, FL
Current

June 18, 2026 - Present

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
West Palm Beach, FL
Past

May 27, 2022 - June 29, 2026

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
CLEARWATER, FL
Past

May 7, 2018 - June 29, 2026

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA
CRD#: 283004
West Palm Beach, FL
Past

May 4, 2018 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WASHINGTON, DC
Past

June 1, 2009 - May 7, 2018

MORGAN STANLEY

RIA
CRD#: 149777
SHORT HILLS, NJ
Past

June 1, 2009 - May 7, 2018

MORGAN STANLEY

BD
CRD#: 149777
SHORT HILLS, NJ
Past

May 2, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SHORT HILLS, NJ
Past

May 2, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SHORT HILLS, NJ
Past

May 3, 2002 - May 22, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
FLORHAM PARK, NJ
Past

September 4, 2001 - May 22, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
FLORHAM PARK, NJ
Past

February 5, 1996 - October 26, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Arizona
(6/18/2026)
RR
California
(6/18/2026)
RR
Colorado
(6/18/2026)
RR
Florida
(6/18/2026)
IAR
Florida
(7/17/2026)
RR
Georgia
(6/18/2026)
RR
Illinois
(6/18/2026)
RR
Maryland
(6/18/2026)
RR
Massachusetts
(6/18/2026)
RR
Nevada
(6/18/2026)
RR
New Jersey
(6/18/2026)
RR
New York
(6/18/2026)
RR
North Carolina
(6/18/2026)
RR
Oregon
(6/18/2026)
RR
Pennsylvania
(6/18/2026)
RR
Rhode Island
(6/18/2026)
RR
South Carolina
(6/18/2026)
RR
Tennessee
(6/18/2026)
RR
Texas
(6/18/2026)
RR
Vermont
(6/22/2026)
RR
Virginia
(6/18/2026)
RR
Washington
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/1997
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 3
Date: 5/28/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/2/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/5/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1996
General Securities Principal 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)
Loading...

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#: 291902West Palm Beach, FL

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