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Spirit Of America Management Corp CRD 110023
$540M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-28 |
Branch Locations
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Syosset | NY | 04/1998 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-26 |
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