James Michael Ezegelian
Investment adviser representative at Spirit of America Management Corp
21 yearsExperience
1 stateRegistered in
$540MFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Spirit of America Management CorpApr 2018 to now
- David Lerner Associates, Inc.May 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CT).
Spirit of America Management Corp
$540MAssets managed
21Clients
14Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4977578
- Firm CRD
- 110023