TrueAdvisor
TrueAdvisor
RM
RM

Ronald Lewis Morse

Spirit of America Management CORP
46 Years of Experience
1 DisclosureBroker
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

Location

599 West Hartsdale Ave, White Plains, NY, 10607

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History

Regulatory History (1)
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Regulatory
November 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Spirit of America Management CORP
May 2018 - Present · 7 yrs 9 mos
David Lerner Associates, INC.Broker
June 2002 - Present · 23 yrs 8 mos
Previous Registrations
Barra Analytics Securities, INC.Broker
April 1997 - February 2000 · 2 yrs 10 mos
Liberty Patriot Securities INC.Broker
February 1996 - September 1998 · 2 yrs 7 mos
Barra Analytics SecuritiesBroker
February 1996 - April 1997 · 1 yr 2 mos
Oppenheimer & CO., INC.Broker
May 1993 - March 1995 · 1 yr 10 mos
Whitehill Capital, INC.Broker
June 1991 - July 1991 · 1 mo
Dean Witter Reynolds INC.Broker
March 1988 - January 1989 · 10 mos
Cs First Boston CorporationBroker
July 1981 - October 1988 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - July 1981 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1976 - September 1978 · 1 yr 10 mos
Burns Fry & Timmins INC.Broker
May 1976 - September 1976 · 4 mos
Burns Bros. and Timmins INC.Broker
March 1975 - May 1976 · 1 yr 2 mos
Cantor, Fitzgerald & CO., INC.Broker
April 1974 - October 1974 · 6 mos
Salomon BrothersBroker
June 1972 - April 1974 · 1 yr 10 mos
Kuhn, Loeb & CO. InternationalBroker
August 1971 - July 1972 · 11 mos
Kuhn Loeb & CO. IncorporatedBroker
August 1971 - July 1972 · 11 mos
State Registrations18 states
CACTDEFLGAILKSMDMENCNHNYPARISCTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.