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Anthony P. Mansoor

SPARTAN WEALTH MANAGEMENT
BINGHAM FARMS, MI 48025
Some features on this profile are disabled
CRD#: 6578786
AM

Professional summary

Anthony P. Mansoor, who also goes by Anthony Paul Mansoor, Anthony P Mansoor, is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Bingham Farms, Michigan and LPL FINANCIAL LLC located in Birmingham, Michigan.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Anthony has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony Paul Mansoor | Anthony P Mansoor

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. 07/10/2025- SPARTAN WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/13/2025- 160 Hours Per Month- 130 Hours During Trading 2. 09/10/2025 - SPARTAN WEALTH MANAGEMENT - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/13/2025 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 160 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 Anthony P. Mansoor'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®
None

Experience

Current

August 15, 2025 - 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
BD
CRD#: 6413
Birmingham, MI
Past

January 10, 2025 - July 10, 2025

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Birmingham, MI
Past

October 10, 2019 - January 12, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WEST BLOOMFIELD, MI
Past

December 7, 2015 - February 28, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WEST BLOOMFIELD, 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
Michigan
(7/10/2025)
IAR
Michigan
(8/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/16/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/16/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/7/2015
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts946
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.

Company Information

SPARTAN WEALTH MANAGEMENT

CRD#: 331719Bingham Farms, MI 48025

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