RG
CFP · ChFC
RG
CFP · ChFC

Robert Hy Gorman

20 Years of Experience
Sells Insurance
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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Other Business ActivitiesSells Insurance

Robert is involved in several outside business activities. He sells insurance products through Advisor Insurance Solutions (dedicating about 10-20% of his time), is a 50% owner of CDG Wharfside LLC (rental property), maintains membership in the Screen Actors Guild, owns rental property, and receives income from Prestige WW, LLC.

Employment History
Current Registrations
Apollon Financial, LLC
June 2025 - Present · 8 mos
Apollon Wealth Management, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2009 - March 2016 · 7 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2005 - March 2018 · 13 yrs
State Registrations5 states
FLGANCSCTX
Advisor
Exams
No exam information available for this advisor.
Robert Hy Gorman - Financial Advisor | TrueAdvisor