AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

Joseph Chalmers Pickard

SPIRIT OF AMERICA MANAGEMENT CORP·SYOSSET, New York
Clean recordSPIRIT OF AMERICA MANAGEMENT CORP
477 JERICHO TURNPIKE, SYOSSET, NY 11791-9006CRD# 2146398Firm CRD# 110023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Chalmers Pickard · SYOSSET, NY
Registration
CRD #2146398 · SPIRIT OF AMERICA MANAGEMENT CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Chalmers Pickard 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
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

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# 2146398
Firm CRD# 110023
View on FINRA BrokerCheck →

Looking for a financial advisor in SYOSSET?

Browse all registered financial advisors in SYOSSET, New York or claim this profile if it's yours.

Browse SYOSSET AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Chalmers Pickard offer?
Joseph Chalmers Pickard specializes in Investment Management, Fee-Only Advisory. Contact their office in SYOSSET, New York for a consultation.
What are Joseph Chalmers Pickard's credentials?
Joseph Chalmers Pickard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Chalmers Pickard located?
Joseph Chalmers Pickard 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 Joseph Chalmers Pickard charge for services?
Joseph Chalmers Pickard'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SPIRIT OF AMERICA MANAGEMENT CORP

Alan P Chodosh
SYOSSET, NY
David Lerner
SYOSSET, NY

More Advisors in SYOSSET, New York

Scott Jason Israel
LEGACY EDGE ADVISORS, LLC·SYOSSET, NY
Jesse Brian Mackey
4THOUGHT FINANCIAL GROUP INC.·SYOSSET, NY
Troy Savio Fonseca
PAUL GLOBAL ADVISORS LLC·SYOSSET, NY
Jason Sean Kass
LEGACY EDGE ADVISORS, LLC·SYOSSET, NY
Robert Francis Rom
LEGACY EDGE ADVISORS, LLC·SYOSSET, NY
Timothy Olin Urie
LEGACY EDGE ADVISORS, LLC·SYOSSET, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile