TrueAdvisor
TrueAdvisor
NC
NC

Nolan Crean

Spirit of America Management CORP
2 Years of Experience
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

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.

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Employment History
Current Registrations
Spirit of America Management CORP
January 2024 - Present · 2 yrs 1 mo
David Lerner Associates, INC.Broker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
July 2023 - October 2023 · 3 mos
Equitable Advisors, LLCBroker
July 2023 - October 2023 · 3 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.