Anthony P. Mansoor
Investment adviser representative at Spartan Wealth Management
10 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
10 years in the industry.
- Spartan Wealth ManagementAug 2025 to now
- Spartan Wealth Advisory ServicesAug 2025 to now
- LPL Financial LLCJul 2025 to now
- Cadaret, Grant & Co., Inc.Jan 2025 to Jul 2025
- J.P. Morgan Securities LLCAug 2019 to Jan 2025
- JPMorgan Chase Bank, N.A.Aug 2019 to Jan 2025
- Atlantis Financial GroupJan 2019 to Aug 2019
- Quicken LoansJul 2018 to Jan 2019
- Connect Mortgage FundingFeb 2018 to Jul 2018
- JP Morgan Securities LLCOct 2015 to Feb 2018
- JPMorgan Chase BankOct 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
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
- 6578786
- Firm CRD
- 331719