Client Services Associate
Current
Aug 2022 - Present
AeroLeads people directory · profile
Adam Smith Email & Phone Number
Client Services Associate
at
Spartan Wealth Management
1 work email found
@fmr.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
United States
Company size
Who is Adam Smith? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Smith is listed as Client Services Associate at Spartan Wealth Management, a with 9 employees, based in United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Adam Smith.
Adam Smith previously worked as Client Services Associate at Ubs and Customer Relationship Advocate at Fidelity Investments. Adam Smith holds Bachelor Of Business Administration - Bba, Finance from University Of Cincinnati Carl H. Lindner College Of Business.
Company email context
Email format at Spartan Wealth Management
This section adds company-level context without repeating Adam Smith's masked contact details.
{first}.{last}@fmr.com
86% confidence
AeroLeads found 1 current-domain work email signal for Adam Smith. Compare company email patterns before reaching out.
Profile bio
About Adam Smith
I graduated from the University of Cincinnati in May of 2020, majoring in finance with a minor in economics. Professionally, I am excited to work with Spartan Wealth. I obtained both my Series 7 & 63 licenses in October and November of 2020, respectively./*********/Securities and Advisory Services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor, and Member FINRA (www.finra.org) /SIPC (www.sipc.org). Spartan Wealth Management and Cadaret Grant & Co. Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Current workplace
Adam Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Spartan Wealth Management
7 roles
Adam Smith work experience
A career timeline built from the work history available for this profile.
Client Services Associate
Jan 2022 - Aug 2022
Customer Relationship Advocate
Jun 2020 - Dec 2021
Sales Associate
May 2018 - Jan 2019
Sales Associate
Sep 2017 - Apr 2018
Sales Associate
Nov 2014 - Aug 2017
Desk Receptionist
Aug 2016 - May 2017
Team & coworkers
Colleagues at Spartan Wealth Management
Other employees you can reach at spartanwealth.com. View company contacts for 9 employees →
EM
Eliana Mona
Colleague at Spartan Wealth ManagementBloomfield Hills, Michigan, United States
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AM
Avery Mona
Colleague at Spartan Wealth ManagementBloomfield Hills, Michigan, United States
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MS
Mariam Safeh
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
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ZT
Zak Thompson
Colleague at Spartan Wealth ManagementFranklin, Michigan, United States
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AW
Alexander Wagner
Colleague at Spartan Wealth ManagementGrosse Pointe, Michigan, United States
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KM
Kevin Moore, Jr.
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
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AW
Ari Wagner
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
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KA
Kelly A. Greener
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
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Eliana Mona
Colleague at Spartan Wealth ManagementBloomfield Hills, Michigan, United States
View →
AM
Avery Mona
Colleague at Spartan Wealth ManagementBloomfield Hills, Michigan, United States
View →
MS
Mariam Safeh
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
View →
ZT
Zak Thompson
Colleague at Spartan Wealth ManagementFranklin, Michigan, United States
View →
AW
Alexander Wagner
Colleague at Spartan Wealth ManagementGrosse Pointe, Michigan, United States
View →
KM
Kevin Moore, Jr.
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
View →
AW
Ari Wagner
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
View →
KA
Kelly A. Greener
Colleague at Spartan Wealth ManagementDetroit Metropolitan Area, United States
View →
2 education records
Adam Smith education
Bachelor Of Business Administration - Bba, Finance
Finance, General
FAQ
Frequently asked questions about Adam Smith
Quick answers generated from the profile data available on this page.
What company does Adam Smith work for?
Adam Smith works for Spartan Wealth Management.
What is Adam Smith's role at Spartan Wealth Management?
Adam Smith is listed as Client Services Associate at Spartan Wealth Management.
What is Adam Smith's email address?
AeroLeads has found 1 work email signal at @fmr.com for Adam Smith at Spartan Wealth Management.
Where is Adam Smith based?
Adam Smith is based in United States while working with Spartan Wealth Management.
What companies has Adam Smith worked for?
Adam Smith has worked for Spartan Wealth Management, Ubs, Fidelity Investments, Ralph Lauren, and Central Michigan University.
Who are Adam Smith's colleagues at Spartan Wealth Management?
Adam Smith's colleagues at Spartan Wealth Management include Eliana Mona, Avery Mona, Mariam Safeh, Zak Thompson, and Alexander Wagner.
How can I contact Adam Smith?
You can use AeroLeads to view verified contact signals for Adam Smith at Spartan Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Adam Smith attend?
Adam Smith holds Bachelor Of Business Administration - Bba, Finance from University Of Cincinnati Carl H. Lindner College Of Business.
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