DM
David S. Mirolli
APOLLON WEALTH MANAGEMENT
Atlanta, GA 30326
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CRD#: 5116067
DM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Scottr Mirolli
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Scott Mirolli'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
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 3, 2018 - December 13, 2023
CATALYST WEALTH MANAGEMENT
RIA
CRD#: 291138
ATLANTA, GA
Past
December 16, 2015 - July 11, 2018
KALOS MANAGEMENT
RIA
CRD#: 133025
Atlanta, GA
Past
November 5, 2015 - October 3, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Atlanta, GA
Past
January 23, 2012 - December 31, 2015
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Atlanta, GA
Past
January 23, 2012 - November 6, 2015
TRIAD ADVISORS LLC
BD
CRD#: 25803
SUWANEE, GA
Past
July 14, 2006 - December 31, 2010
PEACHTREE PLANNING ADVISORS, INC.
RIA
CRD#: 112787
ATLANTA, GA
Past
May 5, 2006 - January 23, 2012
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ATLANTA, GA
Past
April 5, 2006 - January 23, 2012
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ATLANTA, 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
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.
