Supreme Alliance
47yrs
Top advisor by experience in Charlotte
26yrs
Michael Patrick Floyd
Financial advisor at Apollon Wealth Management
Michael Patrick Floyd is a fiduciary financial advisor in Charlotte, North Carolina, with 26 years in the industry. Michael joined Apollon Wealth Management in 2023, after 21 years at Ameriprise Financial Services. Apollon Wealth Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4490 advisors with offices in Charlotte, and one of 4158 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 19% by experience in Charlotte
Office602 E. Morehead St., Charlotte, NC 28202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.34 million
Advisors at the firm145
States licensed ?2 states
Services through Apollon Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowApollon Wealth Management, LLCCurrent firm
- 2003 – 2023Ameriprise Financial Services, LLCPreviously
Questions to ask Michael
Tailored to Michael’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?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Michael
How do I contact Michael?
Call Apollon Wealth Management at 843-579-0018 and ask for Michael Patrick Floyd. Michael works from the Charlotte, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2001, about 26 years. Top 19% by experience in Charlotte.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Apollon Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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