E. brian Mosallam
Investment adviser representative at Spartan Wealth Management
27 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- LPL Financial LLCJul 2025 to now
- Spartan Wealth ManagementNov 2024 to now
- Spartan Wealth Advisory Services LLCOct 2024 to now
- Cadaret Grant & Co., Inc.Nov 2020 to Jul 2025
- Cambridge Investment Research Advisors, Inc.Aug 2018 to Nov 2020
- Cambridge Investment Research, Inc.Aug 2018 to Nov 2020
- AXA Advisors, LLCSep 1999 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spartan Wealth Management
Legal name: Spartan Wealth Advisory Services LLC
$1.5BAssets managed
1,176Clients
21Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2838290
- Firm CRD
- 331719