Richard Simkus, financial advisor Newtown PA

Richard Simkus

CRD Number: 1269936
Current Firm: Apollon Wealth Management, LLC

Richard Simkus (CRD# 1269936) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Newtown, PA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Apollon Wealth Management Mt. Pleasant, SC Jun 2021 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Jan 2021 - Current 3
Prism Advisory Group, LLC Newtown, PA Dec 2009 - Current 14
Frontier Solutions, LLC Richmond, VA Jan 2018 - Dec 2020 2
Thomas Mcdonald Partners LLC Cleveland, OH Dec 2009 - Dec 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for Richard V. Simkus
Phone Number: 843-579-0018
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,363
    MILLIONS
  • Total Number of Accounts
    11,192
    ACCOUNTS
  • Average Account Value
    $300,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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