Anthony Mona
Investment adviser representative at Spartan Wealth Management
19 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
19 years in the industry.
- LPL Financial LLCJul 2025 to now
- Spartan Wealth ManagementNov 2024 to now
- Spartan Wealth Advisory Services, LLCOct 2024 to Jul 2025
- Cadaret Grant & Co., Inc.Aug 2022 to Jul 2025
- UBS Financial ServicesOct 2007 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
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
- 3013527
- Firm CRD
- 331719