EM
E. Brian Mosallam
SPARTAN WEALTH MANAGEMENT
BINGHAM FARMS, MI 48025
Some features on this profile are disabled
CRD#: 2838290
EM
Professional summary
E. Brian Mosallam, AIF®, who also goes by Emad Brian Mosallam, Emad Mosallam, is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Bingham Farms, Michigan and LPL FINANCIAL LLC located in Birmingham, Michigan.
E. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. E. Brian has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Emad Brian Mosallam | Emad Mosallam
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1- 07/2025 - Spartan Wealth Management - Non-Variable Insurance/Insurance Agency - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/01/2017 - 30 hours per month/ 8 hours during trading 2- 07/2025 - Spartan Capital Ventures LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 0 hours per month/ 0 hours during trading 3- 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 03/01/2018 - 100 hours per month/ 40 hours during trading 4- 07/2025 - 32600 Telegraph LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/03/2022 - 0 hours per month/ 0 hours during trading 5- 07/18/2025 - Spartan Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/01/2018 - 100 hours per month/ 40 hours during trading - I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 03/2018. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view E. Brian Mosallam's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 19, 2024 - Present
SPARTAN WEALTH MANAGEMENT
Office #1: 32600 Telegraph Road Suite 200, Bingham Farms, MI 48025RIA
CRD#: 331719
BINGHAM FARMS, MI
Current
July 10, 2025 - Present
LPL FINANCIAL LLC
Office #2: 32600 Telegraph Rd Ste 200, Bingham Farms, MI 48025RIA
BD
CRD#: 6413
Birmingham, MI
Past
November 11, 2020 - July 7, 2025
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
Birmingham, MI
Past
November 11, 2020 - July 10, 2025
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Birmingham, MI
Past
August 21, 2018 - November 24, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Birmingham, MI
Past
August 21, 2018 - November 24, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Birmingham, MI
Past
July 21, 2010 - August 28, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
DEARBORN, MI
Past
February 26, 1997 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
February 26, 1997 - August 28, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DEARBORN, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SPARTAN WEALTH MANAGEMENT
SPARTAN WEALTH ADVISORY SERVICES LLC | SPARTAN WEALTH MANAGEMENT
CRD#: 331719 / SEC#: 801-131368
RIA
Registered Investment Advisory firm - (10/28/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/10/2025)
RR
California(7/10/2025)
RR
Colorado(7/10/2025)
RR
Connecticut(7/10/2025)
RR
Florida(7/10/2025)
RR
Georgia(7/10/2025)
RR
Maryland(7/10/2025)
IAR
Michigan(11/19/2024)
RR
Michigan(7/10/2025)
RR
Missouri(7/10/2025)
RR
New Jersey(7/10/2025)
RR
New York(7/10/2025)
RR
Ohio(7/10/2025)
RR
Utah(7/10/2025)
RR
Virginia(7/10/2025)
RR
Washington(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SPARTAN WEALTH MANAGEMENT
SPARTAN WEALTH ADVISORY SERVICES LLC | SPARTAN WEALTH MANAGEMENT
CRD#: 331719 / SEC#: 801-131368
RIA
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Contact information
Main Address
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025
Mailing Address
Phone number
(248) 297-6600
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 946 |
| AUM (Assets Under Management) | $ 406,619,437 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
