Peter
Isler
Spirit Of America Management Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
Peter Isler is a financial advisor working out of Syosset, New York who has 1 year of industry experience. Isler currently works for Spirit Of America Management Corp. Throughout their career, Isler has worked at High Point University, David Lerner Associates, Watching Hills Regional and Student. Isler has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey. Spirit Of America Management Corp is a financial advisory business that has its headquarters in Syosset, NY. It has offices in four locations and a total of 43 people on staff. It handles $576 million in total assets between its 44 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The company performs a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Financial advisory fees are based on the services provided. However, fees charged by Spirit Of America Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Spirit Of America Management Corp Brokerage Details
$576,255,405
43
44
$13,096,714
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Peter Isler Work History
Peter has been registered as a financial advisor for 1 years.*
High Point University
David Lerner Associates
High Point University
David Lerner Associates
High Point University
High Point University
David Lerner Associates
High Point University
David Lerner Associates
Watching Hills Regional
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Isler 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
Westport, CT
Westport, CT
Syosset, NY
Syosset, NY
Syosset, NY
Westport, CT
Westport, CT
Syosset, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
