Apollon Wealth Management
45yrs
Top advisor by experience in Mount Pleasant
32yrs
Mark Simms is a fiduciary financial advisor in Mount Pleasant, South Carolina, with 32 years in the industry. Mark joined Merrill in 2013, after four years at Morgan Stanley and a year at Morgan Stanley & Co.. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 11% by experience in Mount Pleasant
Office75 Port City Landing, Mount Pleasant, SC 29464
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowMerrillCurrent firm
- 2009 – 2013Morgan StanleyPreviously
- Dec 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1999 – 2007A. G. Edwards & Sons, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Merrill at 800-637-7455 and ask for Mark Simms. Mark works from the Mount Pleasant, SC office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1995, about 32 years. Top 11% by experience in Mount Pleasant.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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