Charles Christopher Castro

Employer firm

Spirit Of America Management Corp CRD 110023

$540M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers

Spirit Of America Management Corp

477 Jericho Turnpike, Syosset, NY 11791-9006 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-12-22

NY RA
APPROVED

Since 2025-12-22

Branch Locations

477 Jericho Turnpike, Syosset, NY 11791-9006 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
David Lerner Associates, Inc.	Darien	CT	06/2008	Present
Spirit Of America Management Company	Syosset	NY	08/2025	Present

06/2008 → Present

David Lerner Associates, Inc.

Darien, CT
08/2025 → Present

Spirit Of America Management Company

Syosset, NY

Other Businesses

Investment Advisory Representative; Agent at Spirit of America Management Corporation, an affiliated company

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-05
S63	Uniform Securities Agent State Law Examination	2008-08-13

S66 Uniform Combined State Law Examination

2025-08-05
S63 Uniform Securities Agent State Law Examination

2008-08-13

View on SEC IAPD

Employer firm

Current Employers

Spirit Of America Management Corp

Disclosures

Employment History

Other Businesses

Exams

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