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About David Lerner Associates

Since 1976, David Lerner Associates has been dedicated to building and preserving investors’ assets.

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Latest News

Can AI Replace Working with an Experienced Investment Counselor?

August 4, 2026
Social Media, AI, and the Modern Investor: Separating Signal from Noise

July 31, 2026
Avoiding the Biggest Risks to Retirement Independence

July 28, 2026
When Should You Shift from Growth to Income Investing?

July 24, 2026
Social Security and Medicare: The Clock Is Ticking

July 20, 2026

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Corporate headquarters

477 Jericho Turnpike
PO Box 9006
Syosset, NY 11791-9006

Call us 1-800-367-3000

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Branch Locations

» Boca Raton, FL
» Lawrenceville, NJ
» Syosset, NY
» Westport, CT
» White Plains, NY

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Regulation Best Interest Disclosure & Client Relationship Summary

Member FINRA and SIPC

This site is published in the United States for U.S. residents only.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. David Lerner Associates, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
There are risks inherent in investing.

© David Lerner Associates, Inc.

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