Adam Jeffrey Smith
Investment adviser representative at Spartan Wealth Management
12 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
12 years in the industry.
- LPL Financial LLCJul 2025 to now
- Spartan Wealth ManagementNov 2024 to now
- Cadaret, Grant & Co., Inc.Aug 2022 to Jul 2025
- UBS Financial Services IncJan 2022 to Aug 2022
- UnemployedDec 2021 to Jan 2022
- Fidelity InvestmentsJun 2020 to Dec 2021
- University of CincinnatiAug 2018 to May 2020
- Ralph LaurenMay 2018 to Jan 2019
- Central Michigan UniversityAug 2015 to May 2018
- Five BelowNov 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 7265354
- Firm CRD
- 331719