Anthony
Meere

Spirit Of America Management Corp

CRD#1251122
Investment Advisor
in Syosset, NY

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About this Advisor

Anthony Meere is a financial advisor based in Syosset, New York, working with Spirit Of America Management Corp. Anthony has previously held a position at David Lerner Associates, Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Anthony is part of Spirit Of America Management Corp, which operates out of Syosset, New York. The firm has 4 offices and 39 employees. The firm manages assets totaling $568.7 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at Spirit Of America Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

477 Jericho Turnpike
Syosset, NY 11791-9006

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Spirit Of America Management Corp Brokerage Details

Total Assets Under Management

$568,673,465

NY Average: $7,464,549,021
Total Number of Employees

39

NY Average: 88
Total Number of Accounts

40

NY Average: 3,892
Average Account Size

$14,216,837

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Anthony Meere Work History

1984 - Present (40 years)

David Lerner Associates, Inc

Disclosures

Please visit the SEC profile of Anthony Meere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spirit Of America Management Corp

Nolan Crean
Syosset, NY
Maxim Tulupnikoff
Westport, CT
Sergey Kovalev
Syosset, NY
Patricia Klein
Westport, CT
Tracy Curtis
Westport, CT
Ashley Gaines
Westport, CT
Peter Isler
Syosset, NY
Jonathan Hurwitz
Westport, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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