Robert FoleyCRD Number: 6637421
Current Firm: Apollon Wealth Management, LLC
Robert Foley (CRD# 6637421) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Chicago, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
William Blair & Company LLC
|Apollon Wealth Management, LLC||Chicago, IL||Mar 2020 - Current||1|
|Podesta Capital Advisors, LLC||Chicago, IL||Sep 2018 - Current||3|
|Gelber Group||Chicago, IL||Mar 2009 - Dec 2019||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management1,565MILLIONS
Total Number of Accounts3,821ACCOUNTS
Average Account Value$409,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, IL, MA, ME, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI
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