Robert H. Gorman
APOLLON WEALTH MANAGEMENT
MOUNT PLEASANT, SC 29464
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CRD#: 4914983
Professional summary
Robert Hy Gorman, CFP®, ChFC®, CLU®, who also goes by Robert H Gorman, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Mount Pleasant, South Carolina and APOLLON FINANCIAL, LLC located in Mount Pleasant, South Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert H Gorman
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. ADVISOR INSURANCE SOLUTIONS;�INSURANCE SALES; NON-INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2. CDG WHARFSIDE, LLC, RENTAL PROPERTY, INVESTMENT-RELATED, 50% OWNER, START DATE: 10/2019, APPX. 1 HRS/MNTH, PASSIVE RENTAL INCOME. 3. SCREEN ACTORS GUILD, NON-INVESTMENT RELATED, ACTING, ACTOR, START DATE: 12/1986 APPX. 1 HRS/MNTH, MAINTAINS MEMBERSHIP WITHIN SCREEN ACTORS GUILD. 4. RENTAL PROPERTY, NON-INVESTMENT RELATED, OWNER, START DATE: 11/2014, APPX. 1 HRS/MNTH, PASSIVE RENTAL INCOME. 5. PRESTIGE WW, LLC, 02/2018, RECEIVES INCOME FROM HOLDING COMPANY FOR INVESTMENT IN APOLLON HOLDINGS, LLC - 50% OWNER.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Hy Gorman'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: 2010
Experience
Current
March 6, 2018 - Present
APOLLON WEALTH MANAGEMENT, LLC
Office #1: 111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464RIA
CRD#: 291902
MOUNT PLEASANT, SC
Current
June 18, 2025 - Present
APOLLON FINANCIAL, LLC
Office #1: 111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464RIA
CRD#: 321217
MOUNT PLEASANT, SC
Past
January 22, 2009 - March 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
CHARLESTON, SC
Past
March 16, 2005 - March 16, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CHARLESTON, SC
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
Florida(3/30/2018)
IAR
Georgia(3/27/2018)
IAR
North Carolina(3/6/2018)
IAR
South Carolina(3/6/2018)
IAR
Texas(3/6/2018)
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
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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.
