Nicholas Kallabat
Investment Adviser Representative at Spartan Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Kallabat is an investment adviser representative with Spartan Wealth Management in Bingham Farms, MI, where they have been registered since 2024. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Cadaret Grant & Co Inc and Royal Alliance Associates, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
14 states and territories
Alabama, Colorado, Florida, Illinois, Indiana, Kansas, Michigan, Nevada, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Level Plus RealtyJul 2019 – Jul 2025West Bloomfield, MI
- Fox Run Retirement HomeMar 2017 – Aug 2019Novi, MI
- Royal AllianceJan 2022 – Jan 2023Southfield, MI
- Walled Lake Central High SchoolAug 2011 – Aug 2019Walled Lake, MI
- Wayne State UniversityAug 2019 – May 2022Detroit, MI
- Cadaret, Grant & Co., Inc.Feb 2023 – Jul 2025Bingham Farms, MI
- Spartan Wealth Advisory ServicesOct 2024 – no end date reportedBingham Farms, MI
- LPL Financial LLCJul 2025 – no end date reportedBingham Farms, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spartan Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth advisory, benefit advising, insurance services, 401k services, comprehensive financial planning, tax strategy, advanced estate planning, and company retirement plan management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bingham Farms, MI
- SEC file number:
- 801-131368
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Spartan Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Kallabat has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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