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SPARTAN WEALTH ADVISORY SERVICES LLC, CRD 331719
BINGHAM FARMS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| E. Brian Mosallam | n/a | BINGHAM FARMS, MI | 1 | 29 | 3 | yes |
| ANTHONY MONA | n/a | BINGHAM FARMS, MI | 1 | 28 | 2 | yes |
| DEREK PETER DAMIAN | n/a | BINGHAM FARMS, MI | 1 | 12 | 4 | no |
| STEVEN MICHAEL NOFAR | n/a | BINGHAM FARMS, MI | Bingham Farms, MI | 1 | 11 | 4 | no |
| Kyle Scott Worthy | Certified Financial Planner | BINGHAM FARMS, MI | 1 | 12 | 4 | yes |
| Ariel Gerald Wagner | n/a | BINGHAM FARMS, MI | 1 | 10 | 2 | yes |
| ADAM JEFFREY SMITH | n/a | BINGHAM FARMS, MI | 1 | 11 | 2 | yes |
| ALEXANDER LEE WAGNER | n/a | BINGHAM FARMS, MI | 1 | 14 | 3 | yes |
| JOSEPH ANDRE MANSOOR | n/a | BINGHAM FARMS, MI | 1 | 16 | 2 | yes |
| Adam Saghir | n/a | BINGHAM FARMS, MI | 1 | 13 | 1 | yes |
| Connor P Holton | n/a | BINGHAM FARMS, MI | 1 | 10 | n/a | yes |
| Farah Kobeissi-Nasser | n/a | Dearborn, MI | BINGHAM FARMS, MI | 1 | 11 | 2 | no |
| Anthony P. Mansoor | n/a | BINGHAM FARMS, MI | 1 | 10 | n/a | yes |
| Amar Mohamad Mashhour | n/a | BINGHAM FARMS, MI | Dearborn Heights, MI | 0 | 11 | n/a | no |
| Avery Anthony Mona | n/a | BINGHAM FARMS, MI | 0 | 11 | n/a | no |
| Ryan Phillip Sitto | n/a | BINGHAM FARMS, MI | Wixom, MI | 0 | 12 | n/a | no |
| JACK JAMES SKRZYCKI | Certified Financial Planner | BINGHAM FARMS, MI | 0 | 13 | 2 | yes |
| JEFF RYAN OSAER | n/a | BINGHAM FARMS, MI | 0 | 14 | 4 | yes |
| Zakerie Thompson | n/a | BINGHAM FARMS, MI | 0 | 11 | 3 | yes |
| NICHOLAS KALLABAT | n/a | BINGHAM FARMS, MI | 0 | 15 | 2 | yes |
| Kathryn J Jay | n/a | BINGHAM FARMS, MI | 0 | 19 | 4 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAMIAN, DEREK, PETER | CHIEF INVESTMENT OFFICER | Na | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| MANSOOR, JOSEPH, ANDRE | VICE PRESIDENT | Na | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| MONA, ANTHONY | President | Na | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| Mosallam, E. Brian | CHIEF EXECUTIVE OFFICER | Na | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| NOFAR, STEVEN, MICHAEL | Treasurer | Na | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| SPARTAN WEALTH MANAGEMENT INC. | Owner | E | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| WAGNER, ALEXANDER, LEE | VICE PRESIDENT | Na | yes | 04/2024 | May 13, 2026 | May 13, 2026 |
| Yaldo, Christian | DIRECTOR OF FINANCE | Na | yes | 08/2024 | May 13, 2026 | May 13, 2026 |
| Yates, Nicole, Marie | DIRECTOR OF OPERATIONS | Na | yes | 08/2024 | May 13, 2026 | May 13, 2026 |
| ANTHONY S. MONA LIVING TRUST DATED DECEMBER 10 2002 | Owner | C | yes | 01/2023 | Sep 26, 2024 | Sep 26, 2024 |
| MONA, ANTHONY | Trustee | E | yes | 12/2002 | Sep 26, 2024 | Sep 26, 2024 |
| DWYER, JOHN, KEITH | CHIEF COMPLIANCE OFFICER | Na | no | 01/2025 | May 13, 2026 | May 13, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SPARTAN WEALTH BENEFIT ADVISORS LLC | n/a | n/a | n/a | Y | yes | n/a |
| SPARTAN WEALTH INSURANCE ADVISORS LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Birmingham | Mi | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $1.5B | $1.5B | 31 | 19 | 1 | n/a | n/a |
| 2024 | Feb 28, 2025 | $407M | $407M | 26 | 15 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 0 | 5 | 0.0% | 2 | 0 | 0 | 17 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $407M | 265.0% | n/a | n/a | 31 | 26 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 14 | Jul 7, 2025 | Jul 13, 2026 | SYRACUSE, NY | Team lift out | Ibd to RIA | 3.6% |