Henry Silva
Advisor at Apollon Wealth Management, LLC — Aventura, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
Aventura, FL 33180
Apollon Wealth Management, LLC
Multi-team
Henry Silva is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Apollon in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2021, and held various roles at JP Morgan Chase Bank and J.P. Morgan Securities LLC from 2013 to 2019. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets with a network of 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon's investment approach combines centrally managed strategy mandates with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, direct indexing with tax overlays, and technology tools including generative AI.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees can be a one-time fixed fee or annual fixed fee, agreed with Client
$0+: Up to 2.00% annually (negotiable) $0+: Additional 0.10% annually for Direct Indexing strategy $0+: Additional 0.30% annually for accounts managed by CJ Lawrence division
Certain IARs receive commissions on insurance and securities sales via affiliated insurance agency and broker-dealers (PKS, Cabot Lodge, AE Financial Services)
Financial planning fees typically start at $5,000 and can exceed $50,000 depending on scope; fees can be fixed, hourly or a percentage of assets
Account minimum: $250,000
Aventura, FL
19505 Biscayne Blvd, Suite 2350
Aventura FL 33180
Advisors at this office
1
Florida
11 years of industry experience
Apollon Wealth Management, LLC
2021 - Present • 5 years
Aventura, FL
Morgan Stanley Private Bank, N.A.
2019 - 2021 • 2 years
New York, NY
Morgan Stanley
2019 - 2021 • 2 years
Miami, FL
JP MORGAN CHASE BANK
2018 - 2019 • 1 year
Miami, FL
Jp Morgan Securities LLC
2018 - 2019 • 1 year
Miami, FL
JP MORGAN CHASE BANK
2017 - 2018 • 1 year
Aventura, FL
Jp Morgan Securities LLC
2017 - 2018 • 1 year
Aventura, FL
JP MORGAN CHASE BANK
2014 - 2017 • 3 years
Miami, FL
Jp Morgan Securities LLC
2013 - 2017 • 4 years
Miami, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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