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David Lerner

SPIRIT OF AMERICA MANAGEMENT CORP·SYOSSET, New York
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477 JERICHO TURNPIKE, SYOSSET, NY 11791-9006CRD# 307120Firm CRD# 110023
01

About

David Lerner is a registered financial advisor based in SYOSSET, New York, affiliated with SPIRIT OF AMERICA MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
SPIRIT OF AMERICA MANAGEMENT CORP
SPIRIT OF AMERICA MANAGEMENT CORP
AUM
$569M
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at SPIRIT OF AMERICA MANAGEMENT CORP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 307120
Firm CRD# 110023
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lerner offer?
David Lerner specializes in Investment Management, Fee-Only Advisory. Contact their office in SYOSSET, New York for a consultation.
What are David Lerner's credentials?
David Lerner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lerner located?
David Lerner is based in SYOSSET, New York, working with SPIRIT OF AMERICA MANAGEMENT CORP. Their office serves clients in the SYOSSET metropolitan area and surrounding communities.
How does David Lerner charge for services?
David Lerner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPIRIT OF AMERICA MANAGEMENT CORP?
SPIRIT OF AMERICA MANAGEMENT CORP has approximately 39 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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