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Manuel Raguro Apolonio

Manuel R. Apolonio

HANKE & APOLONIO WEALTH ADVISORS
San Francisco, CA 94108-4729
Some features on this profile are disabled
CRD#: 5770968
Manuel Raguro Apolonio

Professional summary

Manuel Raguro Apolonio, CFP®, who also goes by Manuel Raguro Apolonio Jr, Manuel Raguro Apolonio Jr, Manuel Raguro Burkhardt-apolonio, is a registered financial advisor currently at HANKE & APOLONIO WEALTH ADVISORS LLC located in San Francisco, California.

Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Manuel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Manuel Raguro Apolonio Jr | Manuel Raguro Apolonio Jr | Manuel Raguro Burkhardt-Apolonio

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel Raguro Apolonio's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2019

Experience

Current

July 31, 2017 - Present

HANKE & APOLONIO WEALTH ADVISORS LLC

Office #1: 177 Post Street, Suite 800, San Francisco, CA 94108-4729
RIA
CRD#: 285315
San Francisco, CA
Past

January 11, 2016 - March 10, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN FRANCISCO, CA
Past

December 7, 2015 - March 10, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN FRANCISCO, CA

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".
H&
HANKE & APOLONIO WEALTH ADVISORS LLC
HANKE & APOLONIO WEALTH ADVISORS LLC | HANKE & CO. WEALTH MANAGEMENT, LLC

CRD#: 285315 / SEC#: 801-131700

RIA
Registered Investment Advisory firm - (1/6/2025 Approved)
California
Registered Investment Advisory firm - (2/28/2025 Terminated)
Louisiana
Registered Investment Advisory firm - (1/29/2025 Terminated)
Texas
Registered Investment Advisory firm - (1/29/2025 Terminated)

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
California
(7/31/2017)
IAR
Texas
(7/31/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/8/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/2015
General Securities Representative Examination

Current Firm

H&
HANKE & APOLONIO WEALTH ADVISORS LLC
HANKE & APOLONIO WEALTH ADVISORS LLC | HANKE & CO. WEALTH MANAGEMENT, LLC

CRD#: 285315 / SEC#: 801-131700

RIA
Registered Investment Advisory firm - (1/6/2025 Approved)
California
Registered Investment Advisory firm - (2/28/2025 Terminated)
Louisiana
Registered Investment Advisory firm - (1/29/2025 Terminated)
Texas
Registered Investment Advisory firm - (1/29/2025 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
177 Post Street, Suite 800, San Francisco, CA 94108-4729
Mailing Address
Phone number
(415) 781-6300
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HANKE & APOLONIO WEALTH ADVISORS LLC - FORM ADV PART 2A & 2B (3/10/2026)

Regulatory assets under management

Total Number of Accounts313
AUM (Assets Under Management)$ 167,287,297

Red Flags

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.

Company Information

HANKE & APOLONIO WEALTH ADVISORS LLC

CRD#: 285315San Francisco, CA 94108-4729

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