AB
Adam C. Bonner
APOLLON WEALTH MANAGEMENT
MOUNT PLEASANT, SC 29464
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CRD#: 6109762
AB
Professional summary
Adam Christian Bonner, who also goes by Adam Bonner, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Mount Pleasant, South Carolina.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Adam has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam Bonner
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.
Apollon Wealth Management LLC, investment related, Mount Pleasant, SC, Investment Advisory, Investment Services Specialist, 10/2021, 40 hours per week, 40 hours per week during trading hours, rebalance and trade firm models and assist advisors in setting up their own models, complete trades and raise cash for advisors and staff.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Christian Bonner'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
March 9, 2022 - Present
APOLLON WEALTH MANAGEMENT, LLC
Office #1: 111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464RIA
CRD#: 291902
MOUNT PLEASANT, SC
Past
August 15, 2023 - September 22, 2023
CABOT LODGE SECURITIES LLC
BD
CRD#: 159712
Vieques, PR
Past
September 19, 2014 - October 13, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHARLESTON, SC
Past
September 18, 2014 - October 13, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
CHARLESTON, SC
Past
May 7, 2013 - July 3, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
MT PLEASANT, SC
Past
April 10, 2013 - July 3, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MT PLEASANT, 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
South Carolina(3/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2022
General Securities Representative ExaminationGeneral 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.
