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Brandon Baker

Investment Adviser Representative at Apollon Wealth Management, LLC

Richmond, VACRD #7660970Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brandon Baker is an investment adviser representative with Apollon Wealth Management, LLC in Richmond, VA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Choreo, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/17/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Apollon Wealth Management, LLCCurrent
4/9/2025 – Richmond, VA
Choreo, LLC
2/17/2024 – 3/4/2025Virginia Beach, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Choreo, LLC
    Jun 2023 – no end date reportedVirginia Beach, VA
  2. Cary Street Partners
    Nov 2022 – Jun 2023Charlottesville, VA
  3. Unemployed
    Jul 2021 – Nov 2022Richmond, VA
  4. Lubing, Gregory, and Rectanus
    May 2021 – Jul 2021Jackson, WY
  5. Syracuse/University of Richmond
    Aug 2018 – May 2021Richmond, VA
  6. Unemployed
    Jun 2018 – Aug 2018Oakton, VA
  7. Fairfax County Public Schools
    Nov 2017 – Jun 2018Fairfax, VA
  8. Unemployed
    Apr 2017 – Nov 2017Oakton, VA
  9. Trout Unlimited
    Dec 2016 – Apr 2017Arlington, VA
  10. Adecco Staffing
    Aug 2016 – Nov 2016Sterling, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Apollon Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
141
Offices listed on AdvisorFinder:
25
Main office:
Mount Pleasant, SC
SEC file number:
801-112350

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 15, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Baker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brandon Baker (Apollon Wealth Management) - Advisor Profile