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Ronald Morse

Spirit of America Management CORP
47 Years of Experience
White Plains, NY
1 DisclosureBroker
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Ronald Morse is a registered investment advisor at Spirit of America Management CORP, based in White Plains, NY, with 47 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $540M in assets under management.

Spirit of America Management CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
21 clients
Average Client Portfolio
$25.7M average
Assets Under Management
$540.0M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.67%
$100K - $500K1.62%
$500K - $1.0M1.52%
$1.0M - $2.5M1.40%
$2.5M+1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

599 West Hartsdale Ave, White Plains, NY, 10607

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History

Regulatory History (1)
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Regulatory
November 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Spirit of America Management CORP
May 2018 - Present · 8 yrs 5 mos
David Lerner Associates, INC.Broker
June 2002 - Present · 24 yrs 4 mos
Previous Registrations
Barra Analytics Securities, INC.Broker
April 1997 - February 2000 · 2 yrs 10 mos
Liberty Patriot Securities INC.Broker
February 1996 - September 1998 · 2 yrs 7 mos
Barra Analytics SecuritiesBroker
February 1996 - April 1997 · 1 yr 2 mos
Oppenheimer & CO., INC.Broker
May 1993 - March 1995 · 1 yr 10 mos
Whitehill Capital, INC.Broker
June 1991 - July 1991 · 1 mo
Dean Witter Reynolds INC.Broker
March 1988 - January 1989 · 10 mos
Cs First Boston CorporationBroker
July 1981 - October 1988 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - July 1981 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1976 - September 1978 · 1 yr 10 mos
Burns Fry & Timmins INC.Broker
May 1976 - September 1976 · 4 mos
Burns Bros. and Timmins INC.Broker
March 1975 - May 1976 · 1 yr 2 mos
Cantor, Fitzgerald & CO., INC.Broker
April 1974 - October 1974 · 6 mos
Salomon BrothersBroker
June 1972 - April 1974 · 1 yr 10 mos
Kuhn Loeb & CO. IncorporatedBroker
August 1971 - July 1972 · 11 mos
Kuhn, Loeb & CO. InternationalBroker
August 1971 - July 1972 · 11 mos
State Registrations18 states
CACTDEFLGAILKSMDMENCNHNYPARISCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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