Peter Isler, financial advisor Syosset NY

Peter Isler

CRD Number: 7272755
Current Firm: Spirit Of America Management Corp

Peter Isler (CRD# 7272755) is an Investment Advisor Representative working at Spirit Of America Management Corp in Syosset, NY and has over 3 years of experience in the finance industry.

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David Lerner Associates Teaneck, NJ May 2017 - Aug 2017 < 1
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David Lerner Associates Teaneck, NJ Jun 2016 - Aug 2016 < 1
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Student Warren, NJ Jun 2010 - Jul 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2020
Contact Info for Peter S. Isler
Phone Number: 516-921-4200
Firm Website: http://www.soafunds.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    569
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $14,216,837
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CT, FL, NJ, NY

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