Susan M Bickel
Investment adviser representative at Apollon Wealth Management, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Apollon Wealth Management, LLCJun 2025 to now
- Janney Montgomery Scott LLCJun 2024 to Jun 2025
- Bank of America, N.A.Nov 2021 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to Jun 2024
- J.P. Morgan Securities LLCSep 2018 to Oct 2021
- JPMorgan Chase Bank, N.A.Nov 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5713779
- Firm CRD
- 291902