Daniel James Pessagno
Investment adviser representative at Apollon Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$11.6BFirm assets
8 yearsFirm in business
Are you Daniel James Pessagno? Claim your profile
Contact this firm
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
11 years in the industry.
- Apollon Wealth Management, LLCSep 2024 to now
- Cic Wealth, LLCAug 2018 to Dec 2024
- Minnesota Life Insurance CoJan 2017 to Jul 2018
- Securian Financial GroupJan 2017 to Jul 2018
- Securian Financial of the ChesepeakeJan 2017 to Jul 2018
- Cadaret GrantAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4771227
- Firm CRD
- 291902