Unclaimed Profile

Anthony Mona

SPARTAN WEALTH MANAGEMENT·BINGHAM FARMS, Michigan

SIE, Series 7, Series 31, Series 63, Series 65Clean record15 years registeredSPARTAN WEALTH MANAGEMENT

32600 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 3013527Firm CRD# 331719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Mona · BINGHAM FARMS, MI

Registration

CRD #3013527 · SPARTAN WEALTH MANAGEMENT · 15 years registered

Brand Profile

Not yet started

Career History

SPARTAN WEALTH MANAGEMENT

Nov 2024 – present

CADARET GRANT & CO INC

Aug 2022 – Jul 2025

Birmingham, MI

UBS FINANCIAL SERVICES INC.

Oct 2010 – Aug 2022

FARMINGTON HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · October 8, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPARTAN WEALTH MANAGEMENT

CRD 331719 · SEC 801-131368

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SPARTAN WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPARTAN WEALTH MANAGEMENT →

Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BINGHAM FARMS?

Browse all registered financial advisors in BINGHAM FARMS, Michigan or claim this profile if it's yours.

Browse BINGHAM FARMS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Anthony Mona offer?

Anthony Mona specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are Anthony Mona's credentials?

Anthony Mona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Mona located?

Anthony Mona is based in BINGHAM FARMS, Michigan, working with SPARTAN WEALTH MANAGEMENT. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does Anthony Mona charge for services?

Anthony Mona's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPARTAN WEALTH MANAGEMENT?

SPARTAN WEALTH MANAGEMENT has approximately 21 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →