David Lerner Associates - Celebrating 42 Years! Founded in 1976, David Lerner Associates, Inc. is a privately-held securities broker/dealer with clients' assets totaling approximately $5.5 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 5 branch offices in the tri-state area and Florida.
David Lerner Associates has been in business since 1976 and has now grown to more than 350 employees and 6 locations. The success of our company is the direct result of “staying the course”. Our mission is to educate the public on our "sensible middle ground investing" strategy to build and preserve assets. We are focused, driven and truly believe in what we do.
David Lerner Associates, Inc
477 Jericho Turnpike
PO Box 9006
Syosset, New York