Josh J. Renda

APOLLON WEALTH MANAGEMENT

SARASOTA, FL 34236

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CRD#: 3128527

Professional summary

Josh Joseph Renda, CFP®, CPWA®, who also goes by Joshua Renda, Josh Renda, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Sarasota, Florida and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Josh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Josh has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Renda | Josh Renda

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.

Adi Dassler International Family Office through Apollon Wealth Management, investment related, Mt. Pleasant, SC. Investment Advisory/Financial Planning, Senior Family Office Advisor,10/2020, 160 hours per month, 6 hours during trading hours, manage client investment portfolios and provide financial planning services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh Joseph Renda'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®

CFP^®

Certified Financial Planner

Start date: 2009

CPWA^®

Certified Private Wealth Advisor

Start date: 2010-04-14

Expire date: 2024-03-31

Experience

Current

March 19, 2021 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 1990 Main Street Suite 741, Sarasota, FL 34236

RIA

CRD#: 291902

SARASOTA, FL

Current

December 23, 2020 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Current

November 4, 2025 - Present

CABOT LODGE SECURITIES LLC

Office #1: 1990 Main Street Suite 750, Sarasota, FL 34236

CRD#: 159712

Sarasota, FL

Past

October 27, 2006 - November 3, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

October 25, 2006 - November 3, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

February 5, 2003 - May 24, 2005

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

SARASOTA, FL

Past

July 14, 1999 - May 24, 2005

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

October 23, 1998 - July 15, 1999

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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.

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

California
(12/23/2020)

Florida
(12/23/2020)

IAR

Florida
(3/19/2021)

Georgia
(1/6/2022)

Maryland
(12/23/2020)

Virginia
(1/31/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/1998

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: 2/4/1999

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 10/22/1998

Municipal Securities Representative Examination

SRO Registrations

FINRA

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

Josh J. Renda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh Joseph Renda's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

CABOT LODGE SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

APOLLON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2001

Series 63

Date: 11/17/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/4/1999

Series 52

Date: 10/22/1998

FINRA

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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