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GS

Gregory N. Stell

APOLLO WEALTH MANAGEMENT
WOOSTER, OH 44691
Some features on this profile are disabled
CRD#: 6553446
GS

Professional summary

Gregory Neil Stell, who also goes by Greg Stell, is a registered financial advisor currently at APOLLO WEALTH MANAGEMENT located in Wooster, Ohio.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gregory has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Stell

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 Gregory Neil Stell'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®
None

Experience

Current

February 20, 2025 - Present

APOLLO WEALTH MANAGEMENT

Office #1: 5022 Canaan Center Rd, Wooster, OH 44691
RIA
CRD#: 334251
WOOSTER, OH
Past

March 29, 2023 - February 14, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Wooster, OH
Past

April 21, 2020 - March 16, 2023

KOSMIN WEALTH MANAGEMENT

RIA
CRD#: 298138
Wooster, OH
Past

September 3, 2015 - June 27, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
WOOSTER, OH

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
Ohio
(2/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/23/2015
Uniform Investment Adviser Law Examination

Current Firm

AW
APOLLO WEALTH MANAGEMENT
APOLLO WEALTH MANAGEMENT | APOLLO WEALTH MANAGEMENT, LLC | APOLLO WEALTH MANAGEMENT LLC

CRD#: 334251 / SEC#:

Ohio
Registered Investment Advisory firm - (1/24/2025 Approved)
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Contact information

Main Address
5022 Canaan Center Rd, Wooster, OH 44691
Mailing Address
Phone number
(330) 345-5207
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts490
AUM (Assets Under Management)$ 22,000,000

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

APOLLO WEALTH MANAGEMENT

CRD#: 334251Wooster, OH 44691

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