Derek P. Damian

SPARTAN WEALTH MANAGEMENT

BINGHAM FARMS, MI 48025

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CRD#: 6177923

Professional summary

Derek Peter Damian, AIF® is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Bingham Farms, Michigan and LPL FINANCIAL LLC located in Birmingham, Michigan.

Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Derek has worked at 6 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2018 - 10 hours per month/ 5 hours during trading 2- 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/28/2024 - 160 hours per month/ 120 hours during trading 3- 07/18/2025 - Spartan Wealth Management - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/28/2024 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 10/2024. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Peter Damian's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 19, 2024 - Present

SPARTAN WEALTH MANAGEMENT

Office #1: 32600 Telegraph Road Suite 200, Bingham Farms, MI 48025

RIA

CRD#: 331719

BINGHAM FARMS, MI

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #2: 32600 Telegraph Rd Ste 200, Bingham Farms, MI 48025

RIA

CRD#: 6413

Birmingham, MI

Past

October 9, 2020 - July 7, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Birmingham, MI

Past

October 9, 2020 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

Birmingham, MI

Past

March 4, 2020 - October 20, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Birmingham, MI

Past

March 4, 2020 - October 20, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Birmingham, MI

Past

January 22, 2014 - January 15, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Fairfield, IA

Past

January 20, 2014 - January 15, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Royal Oak, MI

Past

October 24, 2013 - January 10, 2014

HANTZ FINANCIAL SERVICES, INC.

RIA

CRD#: 46047

SOUTHFIELD, MI

Past

August 6, 2013 - January 10, 2014

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, 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".

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.

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

IAR

Michigan
(11/19/2024)

Michigan
(7/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/21/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 8/13/2018

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 8/6/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/16/2019

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/25/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SPARTAN WEALTH MANAGEMENT DISCLOSURE BROCHURE (7/23/2025)

Regulatory assets under management

Total Number of Accounts	946
AUM (Assets Under Management)	$ 406,619,437

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Derek P. Damian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Peter Damian's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SPARTAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2013

SIE

Date: 10/1/2018

Series 52

Date: 8/13/2018

Series 7

Date: 8/6/2013

Series 53

Date: 2/16/2019

Series 24

Date: 8/25/2017

FINRA

Current Firm

SPARTAN WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPARTAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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