Michal Lacheta
Investment Adviser Representative at Spirit OF America Management Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michal Lacheta is an investment adviser representative with Spirit of America Management Corp in Syosset, NY, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with David Lerner Associates, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Willowbridge Associates, Inc.Jul 2003 – Jan 2020Plainsboro, NJ
- unemployedJan 2020 – May 2020Princeton, NJ
- PNC BankMay 2020 – Jul 2021Hamilton, NJ
- Zynergy Retirement PlanningJul 2021 – Jul 2021Red Bank, NJ
- David Lerner Associates, Inc.Aug 2021 – no end date reportedLawrenceville, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spirit OF America Management Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Mutual fund investing through funds including the Spirit of America Utilities Fund, Spirit of America Large Cap Value Fund, and Spirit of America Income Fund
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Syosset, NY
- SEC file number:
- 801-54782
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 23, 2026
View full firm profileOther advisors at Spirit OF America Management Corp
Showing 12 of 15 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michal Lacheta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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