CC
Christopher A. Cassel
APOLLON WEALTH MANAGEMENT
MOUNT GRETNA, PA
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CRD#: 4573458
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Professional summary
Christopher Alan Cassel is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Mount Gretna, Pennsylvania.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 4 firms and has passed the Series 66 and Series 7 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) CUMBERLAND STREET REALITY ASSOCIATES, NO, 756 CUMBERLAND STREET, SUITE C, LEBANON, PA 17042, COMMERCIAL REAL ESTATE BUILDING, OWNER, OWNER, 1/1/2021, 0 HRS/MONTH, 0/HRS/MONTH, 1/3 OWNER OF A COMMERCIAL BUILDING 2) HIDDEN STILL DISTILLERY, NO, 505 REAR WEST CHOCOLATE AVENUE, HERSHEY, PA 17033, DISTILLERY/RESTAURANT, OWNER, OWNER, 6/1/2021, 2 HRS/MONTH, 0 HRS/MONTH, PERIODICALLY HELPS WITH FINANCIAL MATTERS AS THEY ARISE 3) MIDWAY BERKELEY SPRINGS, NO, 4909 VALLEY ROAD, BERKELEY SPRINGS, WV 25411, BOWLING ALLEY/RESTAURANT, OWNER, OWNER, 8/1/2021, 1 HRS/MONTH, 0 HRS/MONTH, PERIODICALLY HELPS WITH FINANCIAL MATTERS AS THEY ARISE 4) UNITED WAY OF THE CAPITAL REGION, YES, 2235 MILLENNIUM WAY, ENOLA, PA 17025, NON-PROFIT UNITED WAY, FINANCE COMMITTEE MEMBER, INVESTMENT COMMITTEE MEMBER, 9/1/2019, 2 HRS/MONTH, 0 HRS/MONTH, REVIEW INVESTMENTS OF OUTSIDE INVESTMENT MANAGERS AND THE INTERNALLY MANAGED OPERATING FUNDS 5) VISTA SCHOOL FOR AUTISM, NO, 1021 SPRINGBOARD DRIVE, HERSHEY, PA 17033, SCHOOL FOR AUTISTIC CHILDREN, FINANCE COMMITTEE MEMBER, BOARD MEMBER, 9/1/2019, 6 HRS/MONTH, 0 HRS/MONTH, MONTHLY MEETINGS AND AD HOC CALLS
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Alan Cassel's 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®
NoneExperience
Current
October 25, 2021 - Present
APOLLON WEALTH MANAGEMENT, LLC
RIA
CRD#: 291902
MOUNT GRETNA, PA
Past
June 6, 2019 - September 24, 2021
SEVENBRIDGE FINANCIAL GROUP, LLC
RIA
CRD#: 281037
HARRISBURG, PA
Past
August 27, 2013 - May 17, 2019
RKL PRIVATE WEALTH
RIA
CRD#: 122693
LANCASTER, PA
Past
May 23, 2003 - December 16, 2003
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
Past
August 23, 2002 - January 21, 2003
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
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
Pennsylvania(10/25/2021)
Exams
State Security Law Exam
General Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 20,798 |
| AUM (Assets Under Management) | $ 7,720,756,861 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
