Ronald
Morse

Spirit Of America Management Corp

CRD#341008
Investment Advisor
in White Plains, NY

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About this Advisor

Ronald Morse is a financial advisor based in White Plains, New York, working with Spirit Of America Management Corp. Ronald has previously held a position at David Lerner Associates. Ronald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Ronald is part of Spirit Of America Management Corp, which operates out of White Plains, 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

599 West Hartsdale Ave
White Plains, NY 10607

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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

Ronald Morse Work History

2002 - Present (22 years)

David Lerner Associates

Disclosures

Please visit the SEC profile of Ronald Morse 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
Jonathan Hurwitz
Westport, CT
Peter Isler
Syosset, NY
Ashley Gaines
Westport, CT

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