MT
MT

Maxim Tulupnikoff

12 Years of Experience
3 DisclosuresBroker
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

1221 Post Road East, E Westport, CT, 06880

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History

Regulatory History (3)
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Customer Dispute
October 2025
Withdrawn
Regulatory
May 2025
Final
Customer Dispute
September 2016
Denied
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 Registrations13 states
CACOCTGAMAMSMTNCNJNYSCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.