Michael Dolberg has been Founding Partner and Chief Executive Officer of Apollon Wealth Management since February 2018, is a control person of the firm and directly owns under 5% of it. Michael Dolberg holds a BA in Finance and Marketing from the University of South Carolina.
Apollon Wealth Management, LLC is a Mount Pleasant, SC firm with $11.6B under management, 8,389 clients and 115 advisers across 52 offices, as of its September 2026 filing.
Michael J. Dolberg is Founder & CEO of Apollon Wealth Management. Dolberg is a founding partner of the firm and helps guide the operations of Podesta Capital Apollon.
Michael Dolberg’s longest registration is the current one, 8 years at Apollon Wealth Management since 2018. Before joining Apollon Wealth Management in 2018, Michael Dolberg was registered through Northwestern Mutual Investment Services,llc.
- – present · 8 yearsCharleston, SC · Adviser representative · Firm CRD 291902
- Northwestern Mutual Investment Services,llc– · 7 yearsCharleston, SC · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Michael Dolberg is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from March 2018; the most recent is Georgia, in April 2018.
- FloridaSince 28 March 2018
- GeorgiaSince 20 April 2018
- North CarolinaSince 7 March 2018
- South CarolinaSince 6 March 2018
- TexasResidentSince 8 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 7 May 2012 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 22 February 2012 |
| Series 7 | General Securities Representative Examination | 8 June 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2010 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 26 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 January 2004 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Jason Dolberg
- CRD
- 4699964
- Firm
- Apollon Wealth Management · CRD 291902
- Role
- Founding Partner and Chief Executive Officer
- Office
- 2 Wharfside St, Charleston, SC 29401
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- podestacapital.com
Where does Michael Dolberg work?
Michael Dolberg has been Founding Partner and Chief Executive Officer of Apollon Wealth Management, LLC since February 2018, and is a control person of the firm.
Is Michael Dolberg a financial advisor?
Yes. Michael Dolberg has a current investment-adviser registration in Florida, Georgia, North Carolina, South Carolina and Texas, through Apollon Wealth Management since March 2018.
How many years of experience does Michael Dolberg have?
Michael Dolberg has 22 years in the financial industry, since February 2004, across 2 adviser firms.
What exams has Michael Dolberg passed?
Michael Dolberg has passed 8 licensing exams: the Series 6, Series 63, Series 26, Series 65, Series 7, Series 9, Series 10 and Series 99TO. The earliest, the Series 6, was passed in January 2004. FINRA credited Michael Dolberg with the SIE, which began in October 2018.
Where is Michael Dolberg based?
Michael Dolberg’s registered office is in Charleston, SC.
Is Michael Dolberg registered with FINRA?
Yes. Michael Dolberg has a current broker registration, under CRD 4699964.
Source: FINRA BrokerCheck
How can I verify Michael Dolberg’s record?
Search CRD 4699964 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Dolberg’s full registration record.
