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Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer. From the beginning, the firm has been committed to educating the public about investing opportunities available to …

Welcome to David Lerner Associates Client Access Web Site! On November 20th, 2017, David Lerner Associates upgraded your client account portal. To view current account information, balances and activity, please click here. To access historical account statements and tax documents, please login …

Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets of more than $4.5 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars.2/5(27)

David Lerner Associates is a good company. However my Sales skills were not as strong as was expected by the company and the position. This position had a flat salary and basically I worked by commission. This became very difficult to continue forward. I did enjoy meeting the people I worked with and the managers.3.4/5(41)

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In October 2012, David Lerner Associates agreed to settle with FINRA for $14 million without admitting or denying the charges. [11] Lerner was fined $250,000 and suspended from the securities industry for one year, and head trader William Mason fined $200,000 and suspended for six months. [12]Headquarters: Syosset, NY, United States

Jul 10, 2019 · Glassdoor gives you an inside look at what it's like to work at David Lerner Associates, including salaries, reviews, office photos, and more. This is the David Lerner Associates company profile. All content is posted anonymously by employees working at David Lerner Associates.5/5(54)

David Lerner Associates is pleased to announce the appointment of Martin Walcoe as our new President and CEO. Mr. Walcoe has been a valued team member since 1986, most recently as our Executive VP of Sales Development. We are excited to see where his energetic leadership style takes the firm in the years to come. —30+ days ago1/5(7)

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