CP
Christopher D. Pullaro
APOLLON WEALTH MANAGEMENT
Atlanta, GA 30326
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CRD#: 4719289
CP
Professional summary
Christopher David Pullaro, CFP® is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 7 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.
CATALYST TAX MANAGEMENT; NON-INVESTMENT RELATED; 2825 Strathmore Drive, Cumming, GA 30041; PRESIDENT; TAX PREPARATION, CPA AND BOOKKEEPING; START: 10/03; 5 HRS A MONTH. || AXIOM HOLDINGS LLC; INVESTMENT RELATED; PERSONAL RESIDENCE; REAL ESTATE INVESTING; RENTAL PROPERTIES; OWNER; 2 HRS A MONTH. || OHIO NATIONAL LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/12; 3 HRS A MONTH. || GUARDIAN LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/10; 1 HR A MONTH. || MASS MUTUAL LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/09; 1 HR A MONTH. || ASH BROKERAGE; POSITION: AGENT; NATURE: LIFE INSURANCE AGENT; INVESTMENT RELATED; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 01/01/2016; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054, DESCRIPTION: RECOMMENDING INSURANCE SOLUTIONS TO CLIENTS -- LIFE, HEALTH, DI AND LTC. || ADVISORS EXCEL; POSITION: AGENT; NATURE: BUSINESS OF INSURANCE; INVESTMENT RELATED; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 05/15/2017; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; DESCRIPTION: INSURANCE AND ANNUITY MARKETING/SALES. || IMPACT PARTNERSHIP; POSITION: Agent NATURE: Impact Partnership is a fixed annuity sales & marketing FMO andI am a sales agent. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2019 ADDRESS: 3550 George Busbee Parkwat, Kennesaw GA 30144, United States DESCRIPTION: Research Fixed annuities for clients and propose to existing and prospect clients suitable annuities that make sense based on client's personal goals and objectives.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher David Pullaro'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®
CFP®
Start date: 2007
Experience
Current
May 18, 2023 - Present
APOLLON WEALTH MANAGEMENT, LLC
Office #1: 3344 Peachtree Road Ne, Suite 2600, Atlanta, GA 30326RIA
CRD#: 291902
Atlanta, GA
Past
May 7, 2018 - December 13, 2023
CATALYST WEALTH MANAGEMENT
RIA
CRD#: 291138
Atlanta, GA
Past
December 16, 2015 - July 11, 2018
KALOS MANAGEMENT
RIA
CRD#: 133025
Suwanee, GA
Past
November 9, 2015 - October 3, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Atlanta, GA
Past
April 5, 2012 - December 31, 2015
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Suwanee, GA
Past
August 23, 2011 - April 4, 2012
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Suwanee, GA
Past
August 23, 2011 - November 12, 2015
TRIAD ADVISORS LLC
BD
CRD#: 25803
SUWANEE, GA
Past
August 3, 2009 - August 26, 2011
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SUWANEE, GA
Past
July 27, 2009 - August 26, 2011
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SUWANEE, GA
Past
August 25, 2004 - July 27, 2009
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
NORCROSS, GA
Past
November 6, 2003 - July 27, 2009
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
NORCROSS, GA
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
Georgia(5/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (1/22/2018 Approved)Upgrade to AdvisorCheck Premium
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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.
