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Patrick George Tang

Investment Adviser Representative at Apollon Wealth Management, LLC

Charleston, SCCRD #7326178Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

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

Patrick George Tang is an investment adviser representative with Apollon Wealth Management, LLC in Charleston, SC, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with W&s Brokerage Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in South Carolina.

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:
South Carolina

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 10/10/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 3/6/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/12/2021
SIE
Securities Industry Essentials Examination
Passed 12/21/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Apollon Wealth Management, LLCCurrent
7/20/2026 – Charleston, SC
W&s Brokerage Services, Inc.
10/10/2022 – 7/6/2026Daniel Island, SC

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. Western & Southern Life
    Nov 2020 – Jul 2026Daniel Island, SC
  2. W&S Brokerage Services
    Nov 2020 – Jul 2026Cincinnati, OH
  3. TekSystems
    Jan 2020 – Oct 2020Charleston, SC
  4. Dan Dougherty - State Farm
    Apr 2018 – Dec 2019Wilmington, DE
  5. Unemployed
    Aug 2017 – Apr 2018Wilmington, DE
  6. Great Escape Delaware
    Jun 2016 – Aug 2017Newark, DE
  7. Ohio Wesleyan University
    Aug 2015 – May 2017Delaware, OH
  8. Ohio Wesleyan University
    Jul 2013 – May 2017Delaware, OH
  9. Apollon Wealth Management, LLC
    Jul 2026 – no end date reportedCharleston, SC
  10. Advisor Insurance Solutions
    Jul 2026 – no end date reportedDenver, CO

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. Patrick George Tang 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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