AM
Anthony F. Meere
SPIRIT OF AMERICA MANAGEMENT CORP
Syosset, NY 11791-9006
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CRD#: 1251122
AM
Professional summary
Anthony Francis Meere is a registered financial advisor currently at SPIRIT OF AMERICA MANAGEMENT CORP located in Syosset, New York and DAVID LERNER ASSOCIATES, INC. located in Syosset, New York.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Anthony has worked at 2 firms and has passed the Series 65, Series 63, Series 22TO, SIE, Series 7, Series 6, Series 52, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Investment Advisory Representative; Agent at Spirit of America Management Corporation, an affiliated company
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Francis Meere's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 2018 - Present
SPIRIT OF AMERICA MANAGEMENT CORP
Office #1: 477 Jericho Turnpike, Syosset, NY 11791-9006RIA
CRD#: 110023
Syosset, NY
Current
March 29, 1984 - Present
DAVID LERNER ASSOCIATES, INC.
Office #1: 477 Jericho Tpke P.o.box 9006, Syosset, NY 11791-9006Office #2: 477 Jericho Turnpike, Syosset, NY 11791-4510BD
CRD#: 5397
Syosset, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SO
SPIRIT OF AMERICA MANAGEMENT CORP
SOA PREMIER ASSETS | SPIRIT OF AMERICA MANAGEMENT CORP
CRD#: 110023 / SEC#: 801-54782
RIA
Registered Investment Advisory firm - (8/6/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/3/1988)
RR
Arizona(4/22/2010)
RR
Arkansas(4/7/2006)
RR
California(4/22/2010)
RR
Colorado(4/22/2010)
RR
Connecticut(6/13/1988)
IAR
Connecticut(5/23/2018)
RR
Delaware(4/22/2010)
RR
District of Columbia(4/22/2010)
RR
Florida(7/2/1985)
RR
Georgia(3/11/1988)
RR
Illinois(4/22/2010)
RR
Indiana(5/30/2003)
RR
Iowa(12/7/2012)
RR
Kansas(4/22/2010)
RR
Kentucky(4/22/2010)
RR
Louisiana(4/22/2010)
RR
Maine(4/22/2010)
RR
Maryland(12/17/1986)
RR
Massachusetts(3/14/1988)
RR
Michigan(4/22/2010)
RR
Minnesota(9/1/2005)
RR
Mississippi(6/13/2003)
RR
Missouri(2/20/2003)
RR
Montana(4/22/2010)
RR
Nevada(4/22/2010)
RR
New Hampshire(3/14/1988)
RR
New Jersey(6/9/1988)
RR
New Mexico(4/22/2010)
RR
New York(4/5/1984)
RR
North Carolina(3/2/1988)
RR
Ohio(4/27/2010)
RR
Oklahoma(10/6/1988)
RR
Oregon(4/22/2010)
RR
Pennsylvania(3/3/1988)
RR
Puerto Rico(4/22/2010)
RR
Rhode Island(3/3/1988)
RR
South Carolina(4/22/2010)
RR
South Dakota(10/21/2021)
RR
Tennessee(9/21/2021)
RR
Texas(4/22/2010)
RR
Utah(10/28/2021)
RR
Vermont(4/22/2010)
RR
Virginia(3/3/1988)
RR
Washington(4/22/2010)
RR
West Virginia(4/22/2010)
RR
Wisconsin(4/22/2010)
RR
Wyoming(4/22/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SO
SPIRIT OF AMERICA MANAGEMENT CORP
SOA PREMIER ASSETS | SPIRIT OF AMERICA MANAGEMENT CORP
CRD#: 110023 / SEC#: 801-54782
RIA
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Contact information
Main Address
477 Jericho Turnpike, Syosset, NY 11791-9006
Mailing Address
Phone number
(516) 921-4200
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 584,755,932 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
