Daniel A. Marnik

APOLLON WEALTH MANAGEMENT

Braintree, MA 02184

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CRD#: 2867525

Professional summary

Daniel Albert Marnik is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Braintree, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

1.) High Voltage Paintball - Owner; Bookkeeping/Operations; Start date: 04/01/2017; 8-10 hrs/month on weekends. 2) THE QUINCY GROUP INC - POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/27/2023: ADDRESS: 25 Braintree Hill Park, Suite 411, Braintree MA 02184, United States: DESCRIPTION: Act as an insurance agent to the clients of The Quincy Group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Albert Marnik'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

March 6, 2024 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 25 Braintree Hill Office Park, Braintree, MA 02184

RIA

CRD#: 291902

Braintree, MA

Past

February 24, 2023 - March 1, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

BRAINTREE, MA

Past

February 23, 2023 - March 1, 2024

OSAIC WEALTH, INC.

CRD#: 23131

BRAINTREE, MA

Past

July 28, 2020 - February 20, 2023

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

ARLINGTON, MA

Past

July 14, 2020 - February 20, 2023

OSAIC INSTITUTIONS, INC.

CRD#: 35371

ARLINGTON, MA

Past

March 8, 2017 - July 3, 2020

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

STOUGHTON, MA

Past

October 17, 2007 - July 3, 2020

CITIZENS SECURITIES, INC.

CRD#: 39550

STOUGHTON, MA

Past

February 13, 2007 - October 15, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

ATTLEBORO, MA

Past

September 21, 2005 - February 13, 2007

WEBSTER INVESTMENT SERVICES, INC.

CRD#: 46588

ATTLEBORO, MA

Past

March 8, 2002 - September 9, 2005

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

July 28, 1999 - January 14, 2002

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

January 11, 1999 - July 28, 1999

KEYPORT FINANCIAL SERVICES CORP.

CRD#: 8127

WELLESLEY HILLS, MA

Past

May 23, 1997 - June 12, 1998

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

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".

APOLLON WEALTH MANAGEMENT, LLC

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

Massachusetts
(3/6/2024)

IAR

New Hampshire
(3/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/22/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

APOLLON WEALTH MANAGEMENT, LLC

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 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	20,798
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.

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Advisor Monitoring

Firm Stability Insights

Daniel A. Marnik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Albert Marnik's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WEBSTER INVESTMENT SERVICES, INC.

IFMG SECURITIES, INC.

BOFA DISTRIBUTORS, INC.

KEYPORT FINANCIAL SERVICES CORP.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

APOLLON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2016

Series 63

Date: 8/17/1999

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2008

Series 6

Date: 5/22/1997

Current Firm

APOLLON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APOLLON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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