Advisor at Apollo Wealth Management
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Firm
Apollo Wealth Management
Location
Wooster, OH 44691
Credentials
Series 65
Industry experience
9 years
Gregory Stell is a financial advisor at Apollo Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kosmin Wealth Management and AE Wealth Management. Outside of investment advising, he is involved in insurance sales and services through his roles at Wooster Financial Group, LLC and Star Strategies, LLC. Apollo Wealth Management provides portfolio management and advisory services primarily for pooled and institutional accounts, combining quantitative, fundamental, technical, and cyclical analysis with diverse asset allocations. The firm also offers financial planning and estate-document services, managing portfolios on a discretionary basis while incorporating both retail and institutional client needs.
Based on Apollo Wealth Management
Based on Apollo Wealth Management
Financial plans: $20 to $15,000; Wills: $179; Trusts: $449; Portfolio Management & Financial Planning combined: $20 to $20,000 per year
Up to 1.50% annually
$20 to $140 per hour
0.00% AUM plus 20.00% performance fee on capital appreciation with high water mark
5022 Canaan Center Rd
Wooster, OH 44691
Ohio
Apollo Wealth Management, LLC
2025 - Present (1 year)
Apollo Wealth Management, LLC
2023 - Present (3 years)
AE Wealth Management, LLC
2023 - 2025 (2 years)
Kosmin Wealth Management
2020 - 2023 (3 years)
Star Strategies, LLC
2019 - Present (7 years)
Wooster Financial Group, LLC
2017 - Present (9 years)
Global Financial Private Capital, LLC
2015 - 2019 (4 years)
Star Strategies, LLC
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Wooster, OH
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Series 63
Seville, OH
Blue Chip Financial Advisors, Inc.
Series 65
Medina, OH
Your Wealth Financial Solutions, LLC
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