Unclaimed Profile

David Lerner

SPIRIT OF AMERICA MANAGEMENT CORP·SYOSSET, New York

SIE, Series 00, Series 1, Series 7, Series 24, Series 27, Series 99TOClean recordSPIRIT OF AMERICA MANAGEMENT CORP

477 JERICHO TURNPIKE, SYOSSET, NY 11791-9006CRD# 307120Firm CRD# 110023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lerner · SYOSSET, NY

Registration

CRD #307120 · SPIRIT OF AMERICA MANAGEMENT CORP

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 7

Series 24

Series 27

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPIRIT OF AMERICA MANAGEMENT CORP

CRD 110023 · SEC 801-54782

AUM

$569M

Regulatory assets under management

Employees

40 client accounts

Services offered by SPIRIT OF AMERICA MANAGEMENT CORP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at SPIRIT OF AMERICA MANAGEMENT CORP →

Introduction

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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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