SK
SK

Sergey V Kovalev

9 Years of Experience
1 DisclosureBroker
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 (1)
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Financial
January 2019
Final
Other Business Activities

Sergey is an Investment Advisory Representative and an agent at Spirit of America Management Corporation, an affiliated company. The filing does not specify the sale of insurance products.

Employment History
Current Registrations
Spirit of America Management CORP
May 2018 - Present · 7 yrs 9 mos
David Lerner Associates, INC.Broker
October 2016 - Present · 9 yrs 4 mos
State Registrations9 states
CAFLNJNMNVNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.