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Lewis Yale Fink

Spirit OF America Management Corp.

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About Lewis Yale Fink

Lewis Fink is a registered investment advisor representative with Spirit Of America Management Corp. Lewis holds the Series 6, 7, 22, 52 and 63 licenses. Lewis has been in the financial services industry since 1979 and is associated with Spirit Of America Management Corp. since 2018. Lewis has previously worked at DAVID LERNER ASSOCIATES, INC. and was registered with them from 1982 to 2021. Lewis also holds the Series 65 license, which allows them to provide investment advice to individuals and institutions. Lewis has a diverse background in the financial services industry.

Firm Information

Lewis Fink is currently registered with Spirit OF America Management Corp.. Spirit OF America Management Corp. is a registered investment adviser located in SYOSSET, NY with 34 registered representatives. They manage approximately $584,755,932 in client assets. The firm provides portfolio management for individuals and investment companies. They offer a wrap fee program and have 43 client accounts, primarily for individuals and investment companies.
Spirit OF America Management Corp.

477 JERICHO TURNPIKE

SYOSSET, NY 11791-9006

$584.76M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lewis Fink’s Registration & Firm History

CT

03/28/2018 - Present

Spirit OF America Management Corp. (E Westport CT)

CT

09/01/1982 - 08/03/2021

DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)

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Licenses & Designations

IA

Issued 05/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

BC

Issued 01/09/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/14/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/20/1982

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lewis Yale Fink.
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