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David Scott Mirolli

Apollon Wealth Management, LLC

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About David Scott Mirolli

David Mirolli is a wealth advisor with Apollon Wealth Management, LLC. David has been in the financial industry for over 17 years and has experience working with individuals, families, businesses and institutions. David's expertise includes financial planning, investment management and pension consulting. David has held a Series 66, Series 7, and SIE licenses, and holds a degree in Business Administration. David is also a licensed pilot with Delta Air Lines. David is a highly experienced and knowledgeable financial advisor who is committed to providing his clients with the best possible service.

Firm Information

David Mirolli 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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David Mirolli’s Registration & Firm History

GA

05/18/2023 - Present

Apollon Wealth Management, LLC (Atlanta GA)

GA

11/05/2015 - 10/03/2022

KALOS CAPITAL, INC. (Atlanta GA)

GA

01/23/2012 - 11/06/2015

TRIAD ADVISORS, INC. (SUWANEE GA)

GA

04/05/2006 - 01/23/2012

PARK AVENUE SECURITIES LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 04/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for David Scott Mirolli. Review regulatory record here.
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