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Paul Francis Spizzuoco

Apollon Wealth Management, LLC

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About Paul Francis Spizzuoco

Paul Francis Spizzuoco is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Apollon Wealth Management, LLC and has previously worked with UBS Financial Services Inc. Paul holds Series 63, 65, 7 and SIE licenses and is a Certified Financial Planner. Paul specializes in financial planning, portfolio management and pension consulting. He is dedicated to providing personalized advice and services to individuals, families, and businesses.

Firm Information

Paul Spizzuoco 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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Paul Spizzuoco’s Registration & Firm History

SC

08/26/2021 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

ME

01/04/2000 - 09/07/2021

UBS FINANCIAL SERVICES INC. (PORTLAND ME)

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Licenses & Designations

IA

Issued 10/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Paul Francis Spizzuoco. Review regulatory record here.
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