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David Lerner Associates was founded by David Lerner in 1976. [2] The first office was established in Jericho, New York. [3] David Lerner Associates employs approximately 400 people, [citation needed] with its headquarters in Syosset, New York, and satellite offices in Lawrenceville and Teaneck, New Jersey; White Plains, New York; Westport, Connecticut; and Boca Raton, Florida.
This site is published in the United States for U.S. residents only. David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any ...
Martin Walcoe joined David Lerner Associates in 1986 as an investment counselor. In 2009, he became Executive Vice President with the responsibility to direct branch management in the development of their sales teams. In 2019, Mr. Walcoe became President and CEO of David Lerner Associates.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which ...
March 3rd, 2017: FINRA issues a cease and desist and fines David Lerner Associates $20,000 for failure to maintain written reports of prior branch office examinations and written supervisory procedures. May 24th, 2017: FINRA fines David Lerner Associates of $700,000 for not following its own compliance requirements for the sale of non-traded REITS.
Jan 12, 2024 · David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which ...
Apr 5, 2024 · David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which ...
