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At David Lerner Associates, we believe the best way to help you achieve your financial goals is to meet with you face-to-face either in your home or one of our five offices. The appointment is free, the advice could be priceless.
Why David Lerner Associates? Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients’ assets of more than $4 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them.
Access to your account online. As a David Lerner Associates client, you have easy, secure access to your account information through Investor-Connect. If this is your first time accessing Investor Connect, please use the “Register now” link below to get started.
David Lerner Associates (DLA) is a privately held securities broker/dealer firm. The headquarters is in Syosset, New York, and there are branch offices in Westport, CT; Boca Raton, Florida; Teaneck and Lawrenceville, NJ; and White Plains, NY.
David Lerner Associates, Inc. | 1,803 followers on LinkedIn. David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.
David Lerner Associates. 3,443 likes · 9 talking about this · 17 were here. Corporate Headquarters: 477 Jericho Turnpike P.O Box 9006 Syosset, NY 11791-9006
Sean’s career spans David Lerner Associates, Inc. and Spirit of America Investment Fund. Sean has also volunteered as a wish granter for the Make-A-Wish Foundation for over 10 years.
Jun 4, 2024 · By Bruce Kelly. Martin Walcoe, the CEO and president of David Lerner Associates Inc., is the latest senior executive at the firm to face an investigation by the Financial Industry Regulatory ...
After earning a degree in history from Binghamton University, Daniel Lerner began his career in finance as an investment counselor at David Lerner Associates in 1991. As the son of the firm's founder, Daniel Lerner quickly established himself as a valuable member of the team.
Sep 26, 2022 · Finra is investigating Daniel T. Lerner, an executive at David Lerner Associates and son of its founder, over the sale of proprietary funds.
