ES
CFA
ES
CFA

Eric Nils Sterner

5 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only
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Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Apollon Financial, LLC
February 2023 - Present · 3 yrs
Apollon Wealth Management, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Prudential Customer Solutions LLC
April 2019 - August 2021 · 2 yrs 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.