Best Investors
Account
Sign in
Best Investors
Account
Sign in
477 Jericho Turnpike, Syosset, NY 11791-9006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-22 |
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. | Darien | CT | 06/2008 | Present |
| Spirit Of America Management Company | Syosset | NY | 08/2025 | Present |
Investment Advisory Representative; Agent at Spirit of America Management Corporation, an affiliated company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-13 |
Reach out to this advisor