Michal Lacheta
Investment adviser representative at Spirit of America Management Corp
18 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
18 years in the industry.
- Spirit of America Management CorpNov 2022 to now
- David Lerner Associates, Inc.Aug 2021 to now
- Zynergy Retirement PlanningJul 2021 to Jul 2021
- PNC BankMay 2020 to Jul 2021
- UnemployedJan 2020 to May 2020
- Willowbridge Associates, Inc.Jul 2003 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7426438
- Firm CRD
- 110023