Daniel Paul Mccarthy
Investment adviser representative at Apollon Wealth Management, LLC
24 yearsExperience
3 statesRegistered in
$11.6BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Apollon Wealth Management, LLCFeb 2024 to now
- Royal Alliance AssociatesMay 2015 to Feb 2024
- The Quincy Group, Inc.Jul 2002 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Apollon Wealth Management, LLC
$11.6BAssets managed
8,389Clients
144Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2273239
- Firm CRD
- 291902