Spartan Capital Private Wealth Management LLC

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg is also co-associate director at Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she oversees strategic growth operations. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Ralph Metz is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Spartan Capital Securities, LLC since 2009. Outside of his advisory role, Ralph is a 22% owner investor in a CrossFit gym operated by his brother. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, primarily using non-discretionary arrangements and relying on third-party managers and model portfolios.

Peter Cardillo is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Spartan Capital Securities LLC since 2018 and previously at Rockwell Global Capital, LLC from 2011 to 2018. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, selection and oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Gary Scarboro is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Spartan Capital Private Wealth Management since 2019 and has also worked with Spartan Capital Securities, LLC since 2011. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

William Romero is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, MML Investors Services, and New York Life. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and business entities, focusing on portfolio management and oversight of third-party money managers. The firm tailors guidance to clients’ objectives and risk tolerance, offering primarily non-discretionary management with integration between advisory, brokerage, and insurance activities.

Theologos Basis is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Laidlaw Wealth Management, Vanderbilt Securities, Principal Securities Inc., and Signature Securities Group Corp. He is based in New York, NY. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities, focusing on portfolio management, third-party money manager selection and oversight, and ongoing investment consultation. The firm customizes guidance based on clients’ objectives, risk tolerance, and liquidity needs, primarily managing assets on a non-discretionary basis and frequently utilizing third-party managers and model portfolios.

Shoug Mayson is a financial advisor at Spartan Capital Private Wealth Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC since 2017 and Windsor Street Capital, LP from 2016 to 2017. Outside of finance, he serves as CEO of Mayson Music LLC, an independent record label focused on artist promotion and music retail. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and business entities, emphasizing portfolio management and third-party manager selection. The firm provides both discretionary and non-discretionary arrangements and integrates brokerage and insurance activities under common ownership with Spartan Capital Securities.