Nicholas Kallabat
Investment adviser representative at Spartan Wealth Management
15 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
15 years in the industry.
- Spartan Wealth ManagementJul 2026 to now
- LPL Financial LLCJul 2025 to now
- Spartan Wealth Advisory ServicesOct 2024 to now
- Cadaret, Grant & Co., Inc.Feb 2023 to Jul 2025
- Royal AllianceJan 2022 to Jan 2023
- Wayne State UniversityAug 2019 to May 2022
- Level Plus RealtyJul 2019 to Jul 2025
- Fox Run Retirement HomeMar 2017 to Aug 2019
- Walled Lake Central High SchoolAug 2011 to Aug 2019
Exams passed
- 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
- 7394426
- Firm CRD
- 331719