AS
AS

Angelo Strazzera

14 Years of Experience
Broker
Areas of Practice
Investment Management
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
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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.

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Other Business Activities

Angelo is an Investment Advisory Representative and an agent at Spirit of America Management Corporation, an affiliated company. The filing does not specify the time commitment or whether insurance products are sold.

Employment History
Current Registrations
Spirit of America Management CORP
April 2018 - Present · 7 yrs 10 mos
David Lerner Associates, INC.Broker
January 2011 - Present · 15 yrs 1 mo
State Registrations16 states
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Exams
No exam information available for this advisor.
Angelo Strazzera - Financial Advisor | TrueAdvisor