Peter Stephen Isler

Spirit of America Management CORP

5 Years of Experience

Broker

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

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.

Employment History

Current Registrations

Spirit of America Management CORP

December 2022 - Present · 3 yrs 2 mos

David Lerner Associates, INC.Broker

July 2020 - Present · 5 yrs 7 mos

State Registrations2 states

NJNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.