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David G
Series 63, Series 65
Weston, FL
Apollon Wealth Management, LLC
David Grossman is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James & Associates, Deutsche Bank Securities, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, Grossman is involved in the sale of fixed insurance products. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon's investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, direct indexing, third-party sub-managers, and technology tools including generative AI. The firm also specializes in managing pooled investment vehicles, private funds, registered products, and insurance-dedicated funds.
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