David Lerner Associates

About David Lerner Associates — Celebrating 44 Years!
Founded in 1976, David Lerner Associates, Inc. is a privately-held securities broker/dealer with clients' assets totaling over $4.7 billion. The firm offers a variety of financial products that it considers to be part of the "Sensible Middle Ground of Investing." David Lerner Associates is headquartered in Syosset NY, with branch offices in the tri-state area and Florida.

As an Investment Counselor, you will meet with prospective clients before they invest to determine their needs, objectives and risk tolerance. We carefully structure our investors' portfolios using investments that we believe are based on real value and are designed to pay dividends, distributions or interest. We are committed to fulfilling our obligation to guide our investors to help them achieve their financial goals. We are dedicated professionals who will provide training and support as you build a successful career in the investment industry.