In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately-held investment company that markets more than $1 billion worth of securities annually. “We are extremely proud of what we do,” says David Lerner, whose “Take a Tip from Poppy” radio segments are well known in the metropolitan New York area.

In keeping with the firm's commitment to educating the public, the company regularly holds free investment seminars that have taught investors about the opportunities available to them. These seminars attract thousands of people every year and are held throughout the tri-state New York area. A schedule of these seminars can be found by clicking on the “Learn About Our Seminars” link below or to the left.

Learn more about our products and services.

The best way to find out about what we do is to make an appointment with one of our investment counselors.

Click here for reservations to an upcoming seminar in your area.

Here are what some of our clients are saying about us:

Testimonials
"...David Lerner Associates' monthly statement is the only one I'm not afraid to open." - J.G. of Long Island, NY

"We had all the money we needed to make the down payment on our apartment. We owe that to David Lerner Associates." - R.A. of Riverdale, NY

"I'm starting a new business and do not have steady corporate income, but I do have the income coming from my portfolio, and it's stable." - K.O. of Manhattan, NY

"I go to sleep at night knowing that in my upcoming retirement, I'm going to live as I am now. David Lerner Associates is making sure that happens." - R.M. of Fairview, NJ

These testimonials may not be representative of the experience of other clients. Past performance is no guarantee of future results. Inherent in all investments are the risks of fluctuating prices and the uncertainty of dividends, rates of return and yield.

Click here to read about us in Forbes Magazine.