A complete list of active advisors currently associated with Spartan Wealth Management

Warmer can help you find a great advisor at Spartan Wealth Management or one who fits your needs even better.

Spartan Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering discretionary investment management, comprehensive financial planning and retirement plan advisory services (including ERISA 3(21) and 3(38) services). The firm manages approximately $1.48 billion in discretionary assets and operates as a multi‑advisor team that may also engage unaffiliated external managers on client accounts. The firm combines fundamental analysis with Modern Portfolio Theory to construct primarily long‑term portfolios composed of individual stocks, ETFs, mutual funds, bonds and alternative investments, while retaining the flexibility to trade more actively for rebalancing or cash needs. Spartan Wealth’s disclosure brochure also describes use of options, hedging and other derivative instruments, structured products and margin facilities as part of its strategies and risk management toolkit, and notes reliance on third‑party research when developing investment recommendations. Compared with many team firms, Spartan Wealth’s materials disclose the inclusion of hypothetical performance examples and references to third‑party research/ratings in its client‑facing materials, and it expressly documents the use of derivatives and hedging within managed accounts. The firm also operates alongside affiliated insurance and benefits entities, maintains dually registered representatives with broker‑dealer relationships and describes institutional custodian arrangements (and related economic benefits), features that may affect how it markets services and allocates business.

To learn more about the advisors currently working at Spartan Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Derek Damian	Bingham Farms, MI	13
Connor Holton	Bingham Farms, MI	1
Kathryn Jay	Bingham Farms, MI	19
Nicholas Kallabat	Bingham Farms, MI	4
Farah Kobeissi Nasser	Bingham Farms, MI	7
Anthony Mansoor	Bingham Farms, MI	9
Joseph Mansoor	Bingham Farms, MI	16
Amar Mashhour	Bingham Farms, MI	1
Anthony Mona	Bingham Farms, MI	28
Avery Mona	Bingham Farms, MI	0
E. Brian Mosallam	Bingham Farms, MI	29
Steven Nofar	Bingham Farms, MI	10
Jeff Osaer	Bingham Farms, MI	15
Adam Saghir	Bingham Farms, MI	2
Ryan Sitto	Bingham Farms, MI	0
Jack Skrzycki	Bingham Farms, MI	5
Adam Smith	Bingham Farms, MI	5
Zakerie Thompson	Bingham Farms, MI	5
Alexander Wagner	Bingham Farms, MI	13
Ariel Wagner	Bingham Farms, MI	9
Kyle Worthy	Bingham Farms, MI	9

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