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David Scott Mirolli

APOLLON WEALTH MANAGEMENT
Atlanta, GA
·CRD# 5116067·20 years experience

Professional Summary

David Scott Mirolli, who also goes by David Scottr Mirolli, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Atlanta, Georgia. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Scottr Mirolli

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

APOLLON WEALTH MANAGEMENT, LLC·CRD# 291902
RIA
3344 Peachtree Road Ne, Suite 2600, Atlanta, GA 30326
May 18, 2023 - Present
CATALYST WEALTH MANAGEMENT·CRD# 291138
RIA
Atlanta, GA
May 3, 2018 - December 13, 2023
KALOS MANAGEMENT·CRD# 133025
RIA
Atlanta, GA
December 16, 2015 - July 11, 2018
KALOS CAPITAL, INC.·CRD# 44337
BD
Atlanta, GA
November 5, 2015 - October 3, 2022
TRIAD ADVISORS LLC·CRD# 25803
RIA
Atlanta, GA
January 23, 2012 - December 31, 2015
TRIAD ADVISORS LLC·CRD# 25803
BD
Suwanee, GA
January 23, 2012 - November 6, 2015
PEACHTREE PLANNING ADVISORS, INC.·CRD# 112787
RIA
Atlanta, GA
July 14, 2006 - December 31, 2010
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Atlanta, GA
May 5, 2006 - January 23, 2012
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Atlanta, GA
April 5, 2006 - January 23, 2012

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Current Firm

AW
APOLLON WEALTH MANAGEMENT, LLC

ADH WEALTH | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | R3 CAPITAL | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIFETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE | CIC WEALTH | CHORNYAK & ASSOCIATES | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK | ADI DASSLER INTERNATIONAL FAMILY OFFICE

CRD#: 291902 / SEC#: 801-112350
RIA
Registered Investment Advisory firm - SEC (1/22/2018 Approved)

Contact Information

Main Address

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464

Phone Number

(843) 579-0018

# of Employees

199

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (9/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

24,984

AUM (Assets Under Management)

$11,563,665,739

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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.

SOUTH EAST PRIVATE CLIENT GROUP LLC; NON-INVESTMENT RELATED; ATLANTA, GA; PENSION RELATED SERVICES; PRESIDENT-FOUNDER; 2012; 5 HRS/MONTH; 0 HRS DURING TRADING; PENSION RELATED SERVICES. || DELTA AIRLINES PILOT; NON-INVESTMENT RELATED; HARTSFIELD-JACKSON AIRPORT, ATLANTA, GA; PILOT; PILOT, FIRST OFFICER; 11/11/2013; 30 HRS/MONTH; 5 HR DURING TRADING; FLY SCHEDULED AIRLINE ROUTES OUT OF ATLANTA DURING THE WEEKENDS. || APOLLON WEALTH MANAGEMENT; MANAGING DIRECTOR / WEALTH ADVISOR; INVESTMENT RELATED; 5400 LAUREL SPRINGS PARKWAY, SUITE 203,SUWANEE,GA 30024; SEC-REGISTERED INVESTMENT ADVISER; 160 HRS/MONTH; 40 HRS DURING TRADING; ACT AS AN INVESTMENT ADVISER REPRESENTATIVE. || ADVISORS EXCEL; POSITION: AGENT; NATURE: INSURANCE; INVESTMENT RELATED; NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 4; START DATE: 04/24/2017; ADDRESS: 2950 SW MCLURE RD, TOPEKA, KS 66614; DESCRIPTION: CLIENT INSURANCE APPLICATIONS. || CHESTATEE LANDING LEASING LLC; BUYING AND LEASING CONSTRUCTION EQUIPMENT; CO PRESIDENT; 9/8/2023; 10 HOURS PER MONTH, NONE DURING MARKET HOURS, RENTAL INCOME IN EXCESS OF LOAN PAYMENT AND EQUIMENT EXPENSES Mirolli Family Investments LLLP | President; Holding Company for managing revenue and expenses of the Partnership. The Partnership may own, acquire, manage, develop, operate, sell, exchange, finance, refinance, lease and otherwise deal with real estate, personal property and any type of business as the General Partner may from time to time deem to be in the best interest of the Partnership Mirolli Family Management LLC | President; Holding Company for managing revenue and expenses of the business of the Company. The Company is to hold, operate, lease, improve, manage, develop, sell and/or dispose of land in Idaho or any other place where Managers deem it appropriate, as well as any other activities permitted under Idaho law.

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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

ADH WEALTH | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | R3 CAPITAL | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIFETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE | CIC WEALTH | CHORNYAK & ASSOCIATES | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK | ADI DASSLER INTERNATIONAL FAMILY OFFICE

CRD#: 291902 / SEC#: 801-112350
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Georgia
(5/18/2023)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David Scott Mirolli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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