James Michael Ezegelian

Spirit of America Management CORP

20 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Spirit of America Management CORP

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

43 clients

Average Client Portfolio

$13.6M average

Assets Under Management

$584.8M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

477 Jericho Turnpike, Syosset, NY, 11791-9006

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Spirit of America Management CORP

April 2018 - Present · 7 yrs 10 mos

David Lerner Associates, INC.Broker

July 2005 - Present · 20 yrs 7 mos

State Registrations21 states

CACOCTDEFLGAILLAMAMDNCNJNMNYOHPASCTNTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.