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MT
MT
Maxim Tulupnikoff
Spirit of America Management CORP
12 Years of Experience
3 Disclosures
Broker
View SEC Summary
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
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Location
1221 Post Road East, E Westport, CT, 06880
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History
Regulatory History (3)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
October 2025
Withdrawn
Regulatory
May 2025
Final
Customer Dispute
September 2016
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Spirit of America Management CORP
March 2018 - Present · 7 yrs 11 mos
David Lerner Associates, INC.
Broker
June 2013 - Present · 12 yrs 8 mos
State Registrations
13 states
CA
CO
CT
GA
MA
MS
MT
NC
NJ
NY
SC
VA
WA
Advisor
Broker
Both
Exams
No exam information available for this advisor.