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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

JEFF RYAN OSAER

Advisor at SPARTAN WEALTH MANAGEMENT

BINGHAM FARMS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e18fdd5-c745-555a-ae9e-73fa391a3599

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 11, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SPARTAN WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 7, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 7, 2011
First registration: Oct 11, 2011
Dual registered: yes, broker-dealer
Other names: JEFFREY OSAER|JEFF OSAER
IAPD individual key: 5966470

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SPARTAN WEALTH MANAGEMENT	Independent wealth	Jan 13, 2026	n/a	yes	BINGHAM FARMS, MI	Current employment
CADARET GRANT & CO INC	Former SEC adviser	Jan 26, 2024	Jul 7, 2025	no	Bingham Farms, MI\|Birmingham, MI\|SYRACUSE, NY\|Syracuse, NY	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 14, 2016	Feb 8, 2024	no	Troy, MI	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Oct 11, 2013	Feb 20, 2016	no	LIVONIA, MI\|SOUTHFIELD, MI\|SOUTHFIELD, MI\|DETROIT, MI\|DETROIT, MI\|OAK PARK, MI\|REDFORD, MI\|SOUTHFIELD, MI\|SOUTHFIELD, MI\|LIVONIA, MI\|COLUMBUS, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 11, 2011	Oct 3, 2013	no	FARMINGTON HILLS, MI\|GRAND RAPIDS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CADARET GRANT & CO INC	SPARTAN WEALTH MANAGEMENT	Jul 7, 2025	Jan 13, 2026	190	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	CADARET GRANT & CO INC	Feb 8, 2024	Jan 26, 2024	-13	Firm change	Ibd to ibd
CITIZENS SECURITIES, INC.	CHARLES SCHWAB & CO., INC.	Feb 20, 2016	Mar 14, 2016	23	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIZENS SECURITIES, INC.	Oct 3, 2013	Oct 11, 2013	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10641:331719:NY:2025-07-07	Jul 7, 2025	Jan 13, 2026	SYRACUSE, NY	Firm change

Relationships

Registered with (5)

→ SPARTAN WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Jan 26, 2024 to Jul 7, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 14, 2016 to Feb 8, 2024factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 11, 2013 to Feb 20, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 11, 2011 to Oct 3, 2013factForm ADV

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
Jeff Ryan Osaer left Cadaret Grant & Co Inc for Spartan Wealth Management (registered 2026-01-13)
Form ADVobserved 5 days ago
Occurred
Feb 8, 2024
Advisor changed firm
Jeff Ryan Osaer left Charles Schwab & Co., Inc. for Cadaret Grant & Co Inc (registered 2024-01-26)
Form ADVobserved 5 days ago