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Andrew (nmn) Kane

Apollon Wealth Management, LLC

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About Andrew (nmn) Kane

Andrew Kane is a financial advisor registered with Apollon Wealth Management, LLC. Andrew has been in the securities industry for over 30 years, and holds licenses to provide investment advice in Florida. Before joining Apollon Wealth Management, LLC, Andrew was a registered representative of Purshe Kaplan Sterling Investments. Andrew specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services.

Firm Information

Andrew Kane is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Kane’s Registration & Firm History

SC

02/17/2021 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

FL

02/26/2021 - 06/24/2024

PURSHE KAPLAN STERLING INVESTMENTS (Miami Beach FL)

FL

06/24/2016 - 12/31/2020

FORTUNE FINANCIAL SERVICES, INC. (Miami Beach FL)

FL

10/16/2015 - 07/07/2016

INTERNATIONAL ASSETS ADVISORY, LLC (MIAMI BEACH FL)

FL

06/06/2013 - 10/16/2015

MUTUAL SECURITIES, INC. (MIAMI FL)

FL

11/22/2010 - 05/15/2013

LASALLE ST SECURITIES, L.L.C. (MIAMI FL)

FL

06/01/2009 - 11/19/2010

MORGAN STANLEY SMITH BARNEY (MIAMI FL)

FL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)

FL

08/25/2003 - 04/02/2007

MORGAN STANLEY DW INC. (MIAMI FL)

MO

07/01/2003 - 08/13/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

10/30/2000 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

04/03/1998 - 11/02/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

04/06/1994 - 04/15/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

FL

12/23/1993 - 03/10/1994

WORLD INVEST CORPORATION (DEERFIELD BEACH FL)

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Licenses & Designations

IA

Issued 01/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 12/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Andrew (nmn) Kane. Review regulatory record here.
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